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 | $63,174 | $109,413-42.3% | $156,263-59.6% | $84,808-25.5% |
| Participation rate | 65.7% | 72.7%-7.0pp | 78.9%-13.2pp | 68.3%-2.6pp |
| Annual return | 16.79% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,183 | $2,907-24.9% | $4,333-49.6% | $2,631-17.0% |
| Participant deferral / active EE | $4,214 | $4,590-8.2% | $6,158-31.6% | $4,212+0.1% |
| Admin fee / account holder | $1,728 | $9,357-81.5% | $14,255-87.9% | $7,344-76.5% |