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 | $64,200 | $80,717-20.5% | $154,803-58.5% | $84,808-24.3% |
| Participation rate | 38.9% | 66.8%-27.9pp | 78.1%-39.2pp | 68.3%-29.4pp |
| Annual return | 13.46% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $827 | $2,761-70.0% | $4,305-80.8% | $2,631-68.6% |
| Participant deferral / active EE | $2,685 | $3,303-18.7% | $5,540-51.5% | $4,212-36.2% |
| Admin fee / account holder | $16,484 | $6,746+144.4% | $14,329+15.0% | $7,344+124.5% |