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 3-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 | $50,647 | $95,803-47.1% | $113,168-55.2% | $84,808-40.3% |
| Participation rate | 62.0% | 72.9%-10.9pp | 76.6%-14.6pp | 68.3%-6.3pp |
| Annual return | 21.43% | 25.00%-3.6pp | 24.27%-2.8pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,852 | $2,360-21.5% | $2,975-37.8% | $2,631-29.6% |
| Participant deferral / active EE | $2,991 | $4,242-29.5% | $5,107-41.4% | $4,212-29.0% |
| Admin fee / account holder | $874 | $8,989-90.3% | $12,068-92.8% | $7,344-88.1% |