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 | $71,036 | $163,101-56.4% | $136,749-48.1% | $142,382-50.1% |
| Participation rate | 56.3% | 78.2%-22.0pp | 72.1%-15.9pp | 80.1%-23.9pp |
| Annual return | 18.88% | 27.54%-8.7pp | 24.33%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,076 | $4,117-49.6% | $3,400-38.9% | $4,299-51.7% |
| Participant deferral / active EE | $4,924 | $5,585-11.8% | $4,692+4.9% | $6,507-24.3% |
| Admin fee / account holder | $1,286 | $14,318-91.0% | $11,386-88.7% | $12,624-89.8% |