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 | $62,002 | $109,881-43.6% | $150,045-58.7% | $84,808-26.9% |
| Participation rate | 31.8% | 76.1%-44.3pp | 82.3%-50.5pp | 68.3%-36.5pp |
| Annual return | 20.06% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,732 | $3,561-51.4% | $4,693-63.1% | $2,631-34.2% |
| Participant deferral / active EE | $3,902 | $6,636-41.2% | $7,997-51.2% | $4,212-7.3% |
| Admin fee / account holder | $10,083 | $8,568+17.7% | $13,435-24.9% | $7,344+37.3% |