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 | $31,995 | $215,361-85.1% | $171,082-81.3% | $273,961-88.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 22.01% | 25.14%-3.1pp | 32.56%-10.5pp | 41.45%-19.4pp |
| Employer contribution / active EE | $1,448 | $4,967-70.8% | $4,002-63.8% | $4,869-70.3% |
| Participant deferral / active EE | $2,385 | $5,543-57.0% | $4,797-50.3% | $5,287-54.9% |
| Admin fee / account holder | $2,290 | $10,846-78.9% | $8,520-73.1% | $10,132-77.4% |