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 | $63,068 | $70,428-10.5% | $96,562-34.7% | $85,850-26.5% |
| Participation rate | 44.7% | 61.8%-17.1pp | 69.8%-25.1pp | 69.3%-24.6pp |
| Annual return | 11.23% | 18.59%-7.4pp | 37.78%-26.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,436 | $1,413+72.4% | $2,356+3.4% | $2,565-5.0% |
| Participant deferral / active EE | $4,753 | $2,894+64.3% | $3,849+23.5% | $3,952+20.3% |
| Admin fee / account holder | $3,605 | $4,997-27.9% | $6,181-41.7% | $6,260-42.4% |