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 | $62,316 | $109,881-43.3% | $150,045-58.5% | $84,808-26.5% |
| Participation rate | 59.0% | 76.1%-17.1pp | 82.3%-23.3pp | 68.3%-9.3pp |
| Annual return | 21.07% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,347 | $3,561-62.2% | $4,693-71.3% | $2,631-48.8% |
| Participant deferral / active EE | $5,344 | $6,636-19.5% | $7,997-33.2% | $4,212+26.9% |
| Admin fee / account holder | $12,582 | $8,568+46.8% | $13,435-6.3% | $7,344+71.3% |