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 | $41,244 | $81,248-49.2% | $155,509-73.5% | $80,856-49.0% |
| Participation rate | 55.3% | 66.2%-10.9pp | 78.2%-22.9pp | 67.6%-12.3pp |
| Annual return | 16.00% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,099 | $3,100-64.6% | $4,672-76.5% | $2,755-60.1% |
| Participant deferral / active EE | $1,747 | $3,452-49.4% | $5,626-68.9% | $4,296-59.3% |
| Admin fee / account holder | $4,587 | $7,997-42.6% | $15,912-71.2% | $6,918-33.7% |