See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,580 | $180,028-71.3% | $138,135-62.7% | $158,922-67.5% |
| Participation rate | 66.7% | 82.2%-15.6pp | 78.7%-12.0pp | 82.0%-15.3pp |
| Annual return | 18.79% | 21.68%-2.9pp | 20.51%-1.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,423 | $7,470-67.6% | $5,587-56.6% | $4,761-49.1% |
| Participant deferral / active EE | $4,557 | $7,717-41.0% | $6,431-29.1% | $5,982-23.8% |
| Admin fee / account holder | $6,504 | $17,912-63.7% | $11,856-45.1% | $11,246-42.2% |