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 | $60,137 | $91,407-34.2% | $135,903-55.8% | $71,457-15.8% |
| Participation rate | 40.4% | 75.7%-35.3pp | 81.9%-41.5pp | 67.9%-27.5pp |
| Annual return | 19.49% | 29.90%-10.4pp | 68.23%-48.7pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,683 | $3,703-54.6% | $4,856-65.3% | $2,588-35.0% |
| Participant deferral / active EE | $3,205 | $7,092-54.8% | $7,758-58.7% | $4,289-25.3% |
| Admin fee / account holder | $6,105 | $1,266+382.3% | $10,762-43.3% | $1,587+284.6% |