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 | $65,813 | $109,413-39.8% | $156,263-57.9% | $84,808-22.4% |
| Participation rate | 43.8% | 72.7%-28.9pp | 78.9%-35.2pp | 68.3%-24.6pp |
| Annual return | 19.85% | 20.18%-0.3pp | 59.47%-39.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,202 | $2,907-58.6% | $4,333-72.3% | $2,631-54.3% |
| Participant deferral / active EE | $2,261 | $4,590-50.7% | $6,158-63.3% | $4,212-46.3% |
| Admin fee / account holder | $2,620 | $9,357-72.0% | $14,255-81.6% | $7,344-64.3% |