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 | $64,057 | $109,413-41.5% | $156,263-59.0% | $84,808-24.5% |
| Participation rate | 67.6% | 72.7%-5.0pp | 78.9%-11.3pp | 68.3%-0.7pp |
| Annual return | 17.91% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,088 | $2,907-28.2% | $4,333-51.8% | $2,631-20.6% |
| Participant deferral / active EE | $2,920 | $4,590-36.4% | $6,158-52.6% | $4,212-30.7% |
| Admin fee / account holder | $1,390 | $9,357-85.1% | $14,255-90.2% | $7,344-81.1% |