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 | $54,892 | $99,985-45.1% | $146,665-62.6% | $85,850-36.1% |
| Participation rate | 63.3% | 73.1%-9.7pp | 80.1%-16.7pp | 69.3%-6.0pp |
| Annual return | 16.77% | 18.93%-2.2pp | 22.74%-6.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,585 | $2,559-38.1% | $4,136-61.7% | $2,565-38.2% |
| Participant deferral / active EE | $2,267 | $4,006-43.4% | $5,506-58.8% | $3,952-42.6% |
| Admin fee / account holder | $676 | $7,702-91.2% | $10,280-93.4% | $6,260-89.2% |