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 | $60,364 | $60,892-0.9% | $82,389-26.7% | $84,808-28.8% |
| Participation rate | 47.3% | 63.3%-16.0pp | 69.5%-22.3pp | 68.3%-21.0pp |
| Annual return | 13.80% | 37.29%-23.5pp | 28.67%-14.9pp | 40.90%-27.1pp |
| Employer contribution / active EE | $587 | $1,779-67.0% | $2,517-76.7% | $2,631-77.7% |
| Participant deferral / active EE | $1,924 | $3,179-39.5% | $4,155-53.7% | $4,212-54.3% |
| Admin fee / account holder | $5,756 | $5,467+5.3% | $7,231-20.4% | $7,344-21.6% |