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 | $81,519 | $105,856-23.0% | $285,549-71.5% | $116,875-30.3% |
| Participation rate | 56.9% | 68.4%-11.5pp | 83.2%-26.3pp | 74.5%-17.6pp |
| Annual return | 16.46% | 16.47%0pp | 7.15%+9.3pp | 16.29%+0.2pp |
| Employer contribution / active EE | $708 | $2,968-76.1% | $5,022-85.9% | $3,288-78.5% |
| Participant deferral / active EE | $4,075 | $2,757+47.8% | $4,549-10.4% | $3,885+4.9% |
| Admin fee / account holder | $13,917 | $7,416+87.7% | $13,934-0.1% | $12,263+13.5% |