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 | $58,636 | $86,929-32.5% | $102,423-42.8% | $80,856-27.5% |
| Participation rate | 44.6% | 72.4%-27.8pp | 76.5%-31.9pp | 67.6%-23.0pp |
| Annual return | 10.44% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,129 | $2,369-52.4% | $3,023-62.7% | $2,755-59.0% |
| Participant deferral / active EE | $1,853 | $4,118-55.0% | $5,053-63.3% | $4,296-56.9% |
| Admin fee / account holder | $1,218 | $8,049-84.9% | $9,451-87.1% | $6,918-82.4% |