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 | $53,833 | $81,460-33.9% | $103,333-47.9% | $80,856-33.4% |
| Participation rate | 45.5% | 66.8%-21.4pp | 74.5%-29.1pp | 67.6%-22.2pp |
| Annual return | 13.32% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,299 | $3,105-58.2% | $3,868-66.4% | $2,755-52.9% |
| Participant deferral / active EE | $2,480 | $3,869-35.9% | $5,057-51.0% | $4,296-42.3% |
| Admin fee / account holder | $3,616 | $6,566-44.9% | $8,355-56.7% | $6,918-47.7% |