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 | $62,032 | $72,277-14.2% | $101,248-38.7% | $79,858-22.3% |
| Participation rate | 59.2% | 68.5%-9.3pp | 75.8%-16.6pp | 69.6%-10.4pp |
| Annual return | 21.27% | 22.30%-1.0pp | 46.47%-25.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,132 | $2,692-57.9% | $3,660-69.1% | $2,471-54.2% |
| Participant deferral / active EE | $2,477 | $3,282-24.5% | $4,370-43.3% | $3,740-33.8% |
| Admin fee / account holder | $1,609 | $4,400-63.4% | $5,945-72.9% | $5,306-69.7% |