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 | $61,152 | $74,927-18.4% | $101,794-39.9% | $84,808-27.9% |
| Participation rate | 46.5% | 61.4%-14.9pp | 69.2%-22.7pp | 68.3%-21.8pp |
| Annual return | 14.11% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,318 | $1,522-13.4% | $2,289-42.4% | $2,631-49.9% |
| Participant deferral / active EE | $2,914 | $3,099-6.0% | $4,084-28.7% | $4,212-30.8% |
| Admin fee / account holder | $2,763 | $6,514-57.6% | $8,777-68.5% | $7,344-62.4% |