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 | $78,025 | $109,413-28.7% | $156,263-50.1% | $84,808-8.0% |
| Participation rate | 55.0% | 72.7%-17.7pp | 78.9%-23.9pp | 68.3%-13.3pp |
| Annual return | 16.80% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,160 | $2,907-60.1% | $4,333-73.2% | $2,631-55.9% |
| Participant deferral / active EE | $2,507 | $4,590-45.4% | $6,158-59.3% | $4,212-40.5% |
| Admin fee / account holder | $2,870 | $9,357-69.3% | $14,255-79.9% | $7,344-60.9% |