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 | $64,943 | $109,359-40.6% | $162,163-60.0% | $72,985-11.0% |
| Participation rate | 63.2% | 84.3%-21.0pp | 87.6%-24.3pp | 69.5%-6.3pp |
| Annual return | 21.49% | 25.46%-4.0pp | 115.59%-94.1pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,006 | $3,907-48.7% | $5,614-64.3% | $2,440-17.8% |
| Participant deferral / active EE | $3,384 | $5,481-38.3% | $7,298-53.6% | $3,607-6.2% |
| Admin fee / account holder | $1,720 | $7,972-78.4% | $10,843-84.1% | $5,124-66.4% |