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 | $53,198 | $95,803-44.5% | $113,168-53.0% | $84,808-37.3% |
| Participation rate | 44.1% | 72.9%-28.7pp | 76.6%-32.4pp | 68.3%-24.2pp |
| Annual return | 18.58% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $996 | $2,360-57.8% | $2,975-66.5% | $2,631-62.1% |
| Participant deferral / active EE | $2,088 | $4,242-50.8% | $5,107-59.1% | $4,212-50.4% |
| Admin fee / account holder | $3,632 | $8,989-59.6% | $12,068-69.9% | $7,344-50.5% |