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 | $69,549 | $83,477-16.7% | $125,175-44.4% | $72,985-4.7% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 32.60% | 25.78%+6.8pp | 43.79%-11.2pp | 81.00%-48.4pp |
| Employer contribution / active EE | $1,388 | $2,345-40.8% | $3,865-64.1% | $2,440-43.1% |
| Participant deferral / active EE | $2,704 | $3,585-24.6% | $4,937-45.2% | $3,607-25.0% |
| Admin fee / account holder | $2,889 | $5,517-47.6% | $9,702-70.2% | $5,124-43.6% |