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 | $61,026 | $86,929-29.8% | $102,423-40.4% | $80,856-24.5% |
| Participation rate | 54.1% | 72.4%-18.3pp | 76.5%-22.4pp | 67.6%-13.6pp |
| Annual return | 12.58% | 18.88%-6.3pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,502 | $2,369-36.6% | $3,023-50.3% | $2,755-45.5% |
| Participant deferral / active EE | $3,012 | $4,118-26.9% | $5,053-40.4% | $4,296-29.9% |
| Admin fee / account holder | $849 | $8,049-89.5% | $9,451-91.0% | $6,918-87.7% |