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 | $61,551 | $83,477-26.3% | $125,175-50.8% | $72,985-15.7% |
| Participation rate | 50.7% | 73.3%-22.6pp | 79.8%-29.1pp | 69.5%-18.8pp |
| Annual return | 18.07% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,164 | $2,345-50.4% | $3,865-69.9% | $2,440-52.3% |
| Participant deferral / active EE | $1,972 | $3,585-45.0% | $4,937-60.1% | $3,607-45.3% |
| Admin fee / account holder | $6,214 | $5,517+12.6% | $9,702-35.9% | $5,124+21.3% |