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 | $56,707 | $181,894-68.8% | $156,549-63.8% | $273,961-79.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 4.49% | 30.74%-26.3pp | 32.23%-27.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,439 | $6,248-61.0% | $5,501-55.7% | $4,869-49.9% |
| Participant deferral / active EE | $3,825 | $5,550-31.1% | $4,871-21.5% | $5,287-27.6% |
| Admin fee / account holder | $312 | $15,559-98.0% | $13,027-97.6% | $10,132-96.9% |