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 | $51,956 | $123,793-58.0% | $177,821-70.8% | $79,858-34.9% |
| Participation rate | 63.4% | 84.7%-21.2pp | 87.7%-24.3pp | 69.6%-6.2pp |
| Annual return | 14.41% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,677 | $4,095-59.1% | $5,918-71.7% | $2,471-32.1% |
| Participant deferral / active EE | $3,230 | $5,956-45.8% | $7,714-58.1% | $3,740-13.6% |
| Admin fee / account holder | $1,621 | $7,243-77.6% | $12,427-87.0% | $5,306-69.5% |