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 | $35,931 | $66,098-45.6% | $101,794-64.7% | $74,304-51.6% |
| Participation rate | 37.6% | 53.8%-16.1pp | 69.2%-31.6pp | 60.3%-22.7pp |
| Annual return | 16.31% | 19.59%-3.3pp | 30.53%-14.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,017 | $1,082-6.0% | $2,289-55.6% | $2,241-54.6% |
| Participant deferral / active EE | $1,830 | $2,781-34.2% | $4,084-55.2% | $3,767-51.4% |
| Admin fee / account holder | $4,034 | $4,146-2.7% | $8,777-54.0% | $2,969+35.9% |