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 | $28,007 | $99,341-71.8% | $84,750-67.0% | $273,961-89.8% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 13.63% | 22.93%-9.3pp | 22.78%-9.1pp | 41.45%-27.8pp |
| Employer contribution / active EE | $2,057 | $4,214-51.2% | $3,574-42.5% | $4,869-57.8% |
| Participant deferral / active EE | $5,430 | $4,269+27.2% | $3,712+46.3% | $5,287+2.7% |
| Admin fee / account holder | $1,306 | $6,644-80.4% | $5,332-75.5% | $10,132-87.1% |