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 | $47,816 | $135,952-64.8% | $123,892-61.4% | $273,961-82.5% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 16.69% | 56.63%-39.9pp | 47.52%-30.8pp | 41.45%-24.8pp |
| Employer contribution / active EE | $3,516 | $5,170-32.0% | $4,617-23.8% | $4,869-27.8% |
| Participant deferral / active EE | $9,257 | $6,343+45.9% | $5,984+54.7% | $5,287+75.1% |
| Admin fee / account holder | $1,813 | $9,817-81.5% | $8,357-78.3% | $10,132-82.1% |