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 | $64,423 | $94,625-31.9% | $116,228-44.6% | $84,808-24.0% |
| Participation rate | 61.9% | 70.4%-8.5pp | 74.6%-12.6pp | 68.3%-6.4pp |
| Annual return | 13.39% | 20.40%-7.0pp | 90.06%-76.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,661 | $2,347-29.2% | $2,994-44.5% | $2,631-36.9% |
| Participant deferral / active EE | $2,483 | $3,972-37.5% | $4,953-49.9% | $4,212-41.1% |
| Admin fee / account holder | $6,021 | $10,091-40.3% | $11,989-49.8% | $7,344-18.0% |