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 | $96,437 | $135,952-29.1% | $123,892-22.2% | $273,961-64.8% |
| Participation rate | 45.8% | 84.1%-38.2pp | 81.4%-35.6pp | 83.0%-37.2pp |
| Annual return | 7.48% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,434 | $5,170-72.3% | $4,617-68.9% | $4,869-70.6% |
| Participant deferral / active EE | $2,740 | $6,343-56.8% | $5,984-54.2% | $5,287-48.2% |
| Admin fee / account holder | $4,814 | $9,817-51.0% | $8,357-42.4% | $10,132-52.5% |