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 | $78,350 | $115,882-32.4% | $100,516-22.1% | $158,922-50.7% |
| Participation rate | 52.4% | 81.6%-29.2pp | 79.4%-27.0pp | 82.0%-29.6pp |
| Annual return | 18.96% | 34.79%-15.8pp | 30.89%-11.9pp | 302.83%-283.9pp |
| Employer contribution / active EE | $600 | $4,103-85.4% | $3,418-82.5% | $4,761-87.4% |
| Participant deferral / active EE | $4,199 | $6,674-37.1% | $6,270-33.0% | $5,982-29.8% |
| Admin fee / account holder | $623 | $10,995-94.3% | $8,081-92.3% | $11,246-94.5% |