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 | $56,799 | $68,547-17.1% | $120,354-52.8% | $80,856-29.8% |
| Participation rate | 53.8% | 61.6%-7.9pp | 71.9%-18.2pp | 67.6%-13.9pp |
| Annual return | 10.40% | 23.60%-13.2pp | 107.15%-96.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $714 | $2,051-65.2% | $3,463-79.4% | $2,755-74.1% |
| Participant deferral / active EE | $2,069 | $3,173-34.8% | $4,991-58.5% | $4,296-51.8% |
| Admin fee / account holder | $11,705 | $5,732+104.2% | $9,423+24.2% | $6,918+69.2% |