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 | $42,381 | $78,422-46.0% | $95,952-55.8% | $79,858-46.9% |
| Participation rate | 64.3% | 73.5%-9.2pp | 77.1%-12.8pp | 69.6%-5.3pp |
| Annual return | 16.57% | 19.37%-2.8pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,597 | $1,945-17.9% | $2,541-37.2% | $2,471-35.4% |
| Participant deferral / active EE | $3,991 | $3,440+16.0% | $4,167-4.2% | $3,740+6.7% |
| Admin fee / account holder | $3,599 | $5,622-36.0% | $6,795-47.0% | $5,306-32.2% |