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 | $77,667 | $80,717-3.8% | $154,803-49.8% | $84,808-8.4% |
| Participation rate | 50.9% | 66.8%-15.9pp | 78.1%-27.2pp | 68.3%-17.4pp |
| Annual return | 17.55% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,890 | $2,761-31.6% | $4,305-56.1% | $2,631-28.2% |
| Participant deferral / active EE | $3,625 | $3,303+9.7% | $5,540-34.6% | $4,212-13.9% |
| Admin fee / account holder | $2,582 | $6,746-61.7% | $14,329-82.0% | $7,344-64.8% |