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 | $64,400 | $77,503-16.9% | $100,391-35.9% | $80,856-20.4% |
| Participation rate | 56.1% | 76.9%-20.9pp | 81.5%-25.4pp | 67.6%-11.6pp |
| Annual return | 12.82% | 37.20%-24.4pp | 49.20%-36.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,820 | $2,801-35.0% | $3,942-53.8% | $2,755-33.9% |
| Participant deferral / active EE | $5,870 | $6,820-13.9% | $8,082-27.4% | $4,296+36.6% |
| Admin fee / account holder | $9,044 | $5,897+53.4% | $7,899+14.5% | $6,918+30.7% |