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 | $43,152 | $79,557-45.8% | $118,746-63.7% | $70,131-38.5% |
| Participation rate | 67.7% | 71.4%-3.6pp | 78.3%-10.5pp | 69.5%-1.8pp |
| Annual return | 22.83% | 25.64%-2.8pp | 24.54%-1.7pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,021 | $2,861-64.3% | $4,193-75.6% | $2,342-56.4% |
| Participant deferral / active EE | $2,749 | $4,089-32.8% | $5,332-48.4% | $3,332-17.5% |
| Admin fee / account holder | $4,604 | $5,374-14.3% | $10,720-57.1% | $4,645-0.9% |