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 | $40,583 | $48,750-16.8% | $88,946-54.4% | $74,304-45.4% |
| Participation rate | 37.4% | 44.5%-7.1pp | 68.8%-31.4pp | 60.3%-22.9pp |
| Annual return | 17.11% | 25.91%-8.8pp | 57.82%-40.7pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,442 | $1,255+14.9% | $2,555-43.6% | $2,241-35.7% |
| Participant deferral / active EE | $3,684 | $2,423+52.1% | $4,581-19.6% | $3,767-2.2% |
| Admin fee / account holder | $12,392 | $3,756+229.9% | $8,261+50.0% | $2,969+317.4% |