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 | $51,013 | $124,319-59.0% | $111,297-54.2% | $167,490-69.5% |
| Participation rate | 68.8% | 79.6%-10.9pp | 77.3%-8.6pp | 82.1%-13.4pp |
| Annual return | 25.52% | 37.44%-11.9pp | 54.65%-29.1pp | 478.56%-453.0pp |
| Employer contribution / active EE | $1,709 | $3,435-50.3% | $2,731-37.4% | $4,837-64.7% |
| Participant deferral / active EE | $3,838 | $5,180-25.9% | $4,487-14.5% | $6,341-39.5% |
| Admin fee / account holder | $476 | $10,618-95.5% | $7,964-94.0% | $12,309-96.1% |