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 | $30,467 | $80,717-62.3% | $154,803-80.3% | $84,808-64.1% |
| Participation rate | 65.0% | 66.8%-1.8pp | 78.1%-13.1pp | 68.3%-3.3pp |
| Annual return | 18.41% | 37.96%-19.5pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,872 | $2,761-32.2% | $4,305-56.5% | $2,631-28.9% |
| Participant deferral / active EE | $3,375 | $3,303+2.2% | $5,540-39.1% | $4,212-19.9% |
| Admin fee / account holder | $1,532 | $6,746-77.3% | $14,329-89.3% | $7,344-79.1% |