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 5-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 | $67,306 | $140,940-52.2% | $112,229-40.0% | $139,434-51.7% |
| Participation rate | 57.1% | 79.2%-22.0pp | 72.4%-15.3pp | 80.3%-23.2pp |
| Annual return | 13.05% | 32.71%-19.7pp | 30.20%-17.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,396 | $4,283-67.4% | $3,430-59.3% | $4,751-70.6% |
| Participant deferral / active EE | $2,160 | $5,874-63.2% | $4,798-55.0% | $6,710-67.8% |
| Admin fee / account holder | $2,956 | $9,954-70.3% | $7,748-61.8% | $11,403-74.1% |