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 | $60,937 | $99,341-38.7% | $84,750-28.1% | $273,961-77.8% |
| Participation rate | 58.8% | 80.7%-21.9pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 10.33% | 22.93%-12.6pp | 22.78%-12.5pp | 41.45%-31.1pp |
| Employer contribution / active EE | $977 | $4,214-76.8% | $3,574-72.7% | $4,869-79.9% |
| Participant deferral / active EE | $2,817 | $4,269-34.0% | $3,712-24.1% | $5,287-46.7% |
| Admin fee / account holder | $1,311 | $6,644-80.3% | $5,332-75.4% | $10,132-87.1% |