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 | $57,682 | $83,477-30.9% | $125,175-53.9% | $72,985-21.0% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.4pp | 69.5%-6.2pp |
| Annual return | 26.00% | 25.78%+0.2pp | 43.79%-17.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $2,312 | $2,345-1.4% | $3,865-40.2% | $2,440-5.2% |
| Participant deferral / active EE | $5,828 | $3,585+62.6% | $4,937+18.1% | $3,607+61.6% |
| Admin fee / account holder | $587 | $5,517-89.4% | $9,702-94.0% | $5,124-88.6% |