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 | $69,007 | $109,881-37.2% | $150,045-54.0% | $84,808-18.6% |
| Participation rate | 69.4% | 76.1%-6.7pp | 82.3%-12.9pp | 68.3%+1.1pp |
| Annual return | 22.59% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $13,858 | $3,561+289.1% | $4,693+195.3% | $2,631+426.7% |
| Participant deferral / active EE | $5,962 | $6,636-10.2% | $7,997-25.4% | $4,212+41.6% |
| Admin fee / account holder | $14,441 | $8,568+68.5% | $13,435+7.5% | $7,344+96.6% |