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 | $54,068 | $72,277-25.2% | $101,248-46.6% | $79,858-32.3% |
| Participation rate | 51.4% | 68.5%-17.0pp | 75.8%-24.4pp | 69.6%-18.2pp |
| Annual return | 16.45% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,950 | $2,692-27.6% | $3,660-46.7% | $2,471-21.1% |
| Participant deferral / active EE | $2,029 | $3,282-38.2% | $4,370-53.6% | $3,740-45.8% |
| Admin fee / account holder | $408 | $4,400-90.7% | $5,945-93.1% | $5,306-92.3% |