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 | $33,375 | $49,227-32.2% | $70,449-52.6% | $79,858-58.2% |
| Participation rate | 57.5% | 69.2%-11.7pp | 75.1%-17.6pp | 69.6%-12.1pp |
| Annual return | 17.20% | 30.06%-12.9pp | 109.03%-91.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,881 | $2,099-10.4% | $2,737-31.3% | $2,471-23.9% |
| Participant deferral / active EE | $5,241 | $2,768+89.4% | $3,709+41.3% | $3,740+40.1% |
| Admin fee / account holder | $3,417 | $2,878+18.7% | $3,845-11.1% | $5,306-35.6% |