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 | $59,220 | $78,672-24.7% | $109,143-45.7% | $85,850-31.0% |
| Participation rate | 36.2% | 68.3%-32.1pp | 75.9%-39.7pp | 69.3%-33.1pp |
| Annual return | 16.02% | 25.09%-9.1pp | 25.75%-9.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $817 | $2,735-70.1% | $3,722-78.0% | $2,565-68.1% |
| Participant deferral / active EE | $1,684 | $3,467-51.4% | $4,653-63.8% | $3,952-57.4% |
| Admin fee / account holder | $3,727 | $5,469-31.9% | $6,752-44.8% | $6,260-40.5% |