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 | $74,631 | $94,625-21.1% | $116,228-35.8% | $84,808-12.0% |
| Participation rate | 63.0% | 70.4%-7.5pp | 74.6%-11.6pp | 68.3%-5.3pp |
| Annual return | 16.22% | 20.40%-4.2pp | 90.06%-73.8pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,302 | $2,347-44.5% | $2,994-56.5% | $2,631-50.5% |
| Participant deferral / active EE | $5,127 | $3,972+29.1% | $4,953+3.5% | $4,212+21.7% |
| Admin fee / account holder | $1,239 | $10,091-87.7% | $11,989-89.7% | $7,344-83.1% |