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 | $52,610 | $78,926-33.3% | $136,749-61.5% | $84,808-38.0% |
| Participation rate | 61.9% | 62.2%-0.3pp | 72.1%-10.2pp | 68.3%-6.4pp |
| Annual return | 18.86% | 18.17%+0.7pp | 24.33%-5.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $846 | $2,134-60.4% | $3,400-75.1% | $2,631-67.9% |
| Participant deferral / active EE | $2,120 | $3,168-33.1% | $4,692-54.8% | $4,212-49.7% |
| Admin fee / account holder | $5,828 | $6,369-8.5% | $11,386-48.8% | $7,344-20.6% |