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 | $53,445 | $57,016-6.3% | $84,966-37.1% | $80,856-33.9% |
| Participation rate | 68.2% | 56.3%+11.8pp | 67.5%+0.7pp | 67.6%+0.5pp |
| Annual return | 15.08% | 21.66%-6.6pp | 66.38%-51.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,232 | $1,798+79.8% | $2,727+18.5% | $2,755+17.3% |
| Participant deferral / active EE | $6,351 | $3,110+104.2% | $4,519+40.5% | $4,296+47.8% |
| Admin fee / account holder | $3,276 | $4,980-34.2% | $6,149-46.7% | $6,918-52.6% |