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 | $65,811 | $109,413-39.9% | $156,263-57.9% | $84,808-22.4% |
| Participation rate | 39.8% | 72.7%-32.9pp | 78.9%-39.1pp | 68.3%-28.5pp |
| Annual return | 13.54% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,631 | $2,907-43.9% | $4,333-62.3% | $2,631-38.0% |
| Participant deferral / active EE | $4,736 | $4,590+3.2% | $6,158-23.1% | $4,212+12.5% |
| Admin fee / account holder | $987 | $9,357-89.4% | $14,255-93.1% | $7,344-86.6% |