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 | $60,273 | $109,413-44.9% | $156,263-61.4% | $84,808-28.9% |
| Participation rate | 44.4% | 72.7%-28.2pp | 78.9%-34.5pp | 68.3%-23.9pp |
| Annual return | 20.91% | 20.18%+0.7pp | 59.47%-38.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,143 | $2,907-60.7% | $4,333-73.6% | $2,631-56.5% |
| Participant deferral / active EE | $4,245 | $4,590-7.5% | $6,158-31.1% | $4,212+0.8% |
| Admin fee / account holder | $434 | $9,357-95.4% | $14,255-97.0% | $7,344-94.1% |