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 | $52,082 | $95,803-45.6% | $113,168-54.0% | $84,808-38.6% |
| Participation rate | 64.4% | 72.9%-8.4pp | 76.6%-12.1pp | 68.3%-3.9pp |
| Annual return | 14.02% | 25.00%-11.0pp | 24.27%-10.2pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,830 | $2,360-22.4% | $2,975-38.5% | $2,631-30.4% |
| Participant deferral / active EE | $3,289 | $4,242-22.5% | $5,107-35.6% | $4,212-21.9% |
| Admin fee / account holder | $16,582 | $8,989+84.5% | $12,068+37.4% | $7,344+125.8% |