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 | $96,141 | $181,894-47.1% | $156,549-38.6% | $273,961-64.9% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 10.69% | 30.74%-20.1pp | 32.23%-21.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $3,623 | $6,248-42.0% | $5,501-34.1% | $4,869-25.6% |
| Participant deferral / active EE | $5,804 | $5,550+4.6% | $4,871+19.1% | $5,287+9.8% |
| Admin fee / account holder | $589 | $15,559-96.2% | $13,027-95.5% | $10,132-94.2% |