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 5-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 | $59,795 | $109,881-45.6% | $150,045-60.1% | $84,808-29.5% |
| Participation rate | 67.4% | 76.1%-8.7pp | 82.3%-14.9pp | 68.3%-0.9pp |
| Annual return | 17.87% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,659 | $3,561+2.8% | $4,693-22.0% | $2,631+39.1% |
| Participant deferral / active EE | $8,071 | $6,636+21.6% | $7,997+0.9% | $4,212+91.6% |
| Admin fee / account holder | $4,728 | $8,568-44.8% | $13,435-64.8% | $7,344-35.6% |