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 | $43,059 | $65,365-34.1% | $92,893-53.6% | $72,985-41.0% |
| Participation rate | 67.7% | 68.3%-0.6pp | 76.0%-8.3pp | 69.5%-1.7pp |
| Annual return | 22.53% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,080 | $2,594-58.4% | $3,653-70.4% | $2,440-55.8% |
| Participant deferral / active EE | $3,458 | $3,128+10.5% | $4,236-18.4% | $3,607-4.1% |
| Admin fee / account holder | $6,023 | $4,251+41.7% | $5,794+4.0% | $5,124+17.5% |