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 8-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 | $53,406 | $100,923-47.1% | $150,045-64.4% | $74,304-28.1% |
| Participation rate | 62.4% | 70.1%-7.7pp | 82.3%-19.9pp | 60.3%+2.0pp |
| Annual return | 21.76% | 51.77%-30.0pp | 62.55%-40.8pp | 29.43%-7.7pp |
| Employer contribution / active EE | $2,803 | $3,463-19.1% | $4,693-40.3% | $2,241+25.1% |
| Participant deferral / active EE | $5,687 | $6,709-15.2% | $7,997-28.9% | $3,767+50.9% |
| Admin fee / account holder | $2,589 | $2,767-6.4% | $13,435-80.7% | $2,969-12.8% |