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 | $63,637 | $80,717-21.2% | $154,803-58.9% | $84,808-25.0% |
| Participation rate | 48.1% | 66.8%-18.7pp | 78.1%-29.9pp | 68.3%-20.2pp |
| Annual return | 15.97% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,057 | $2,761-61.7% | $4,305-75.4% | $2,631-59.8% |
| Participant deferral / active EE | $1,498 | $3,303-54.6% | $5,540-73.0% | $4,212-64.4% |
| Admin fee / account holder | $919 | $6,746-86.4% | $14,329-93.6% | $7,344-87.5% |