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 | $68,588 | $110,257-37.8% | $96,544-29.0% | $139,434-50.8% |
| Participation rate | 55.0% | 78.1%-23.1pp | 76.0%-21.0pp | 80.3%-25.3pp |
| Annual return | 21.33% | 26.32%-5.0pp | 25.84%-4.5pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,697 | $3,620-53.1% | $2,965-42.8% | $4,751-64.3% |
| Participant deferral / active EE | $2,233 | $5,548-59.8% | $4,851-54.0% | $6,710-66.7% |
| Admin fee / account holder | $1,786 | $11,591-84.6% | $8,252-78.4% | $11,403-84.3% |