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 | $73,918 | $127,065-41.8% | $113,168-34.7% | $142,382-48.1% |
| Participation rate | 59.1% | 79.2%-20.1pp | 76.6%-17.5pp | 80.1%-21.0pp |
| Annual return | 15.07% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,237 | $3,442-64.1% | $2,975-58.4% | $4,299-71.2% |
| Participant deferral / active EE | $5,324 | $5,716-6.9% | $5,107+4.2% | $6,507-18.2% |
| Admin fee / account holder | $3,601 | $15,736-77.1% | $12,068-70.2% | $12,624-71.5% |