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 | $35,857 | $83,477-57.0% | $125,175-71.4% | $72,985-50.9% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.5%-0.3pp |
| Annual return | 33.36% | 25.78%+7.6pp | 43.79%-10.4pp | 81.00%-47.6pp |
| Employer contribution / active EE | $885 | $2,345-62.3% | $3,865-77.1% | $2,440-63.7% |
| Participant deferral / active EE | $2,545 | $3,585-29.0% | $4,937-48.4% | $3,607-29.4% |
| Admin fee / account holder | $2,390 | $5,517-56.7% | $9,702-75.4% | $5,124-53.4% |