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 | $54,832 | $109,413-49.9% | $156,263-64.9% | $84,808-35.3% |
| Participation rate | 63.6% | 72.7%-9.1pp | 78.9%-15.3pp | 68.3%-4.7pp |
| Annual return | 19.36% | 20.18%-0.8pp | 59.47%-40.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,875 | $2,907-35.5% | $4,333-56.7% | $2,631-28.7% |
| Participant deferral / active EE | $4,150 | $4,590-9.6% | $6,158-32.6% | $4,212-1.5% |
| Admin fee / account holder | $1,762 | $9,357-81.2% | $14,255-87.6% | $7,344-76.0% |