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 | $77,020 | $81,460-5.5% | $103,333-25.5% | $80,856-4.7% |
| Participation rate | 38.0% | 66.8%-28.8pp | 74.5%-36.5pp | 67.6%-29.6pp |
| Annual return | 18.22% | 25.55%-7.3pp | 24.88%-6.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,236 | $3,105-60.2% | $3,868-68.0% | $2,755-55.1% |
| Participant deferral / active EE | $3,652 | $3,869-5.6% | $5,057-27.8% | $4,296-15.0% |
| Admin fee / account holder | $3,947 | $6,566-39.9% | $8,355-52.8% | $6,918-43.0% |