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 | $53,778 | $109,413-50.8% | $156,263-65.6% | $84,808-36.6% |
| Participation rate | 57.1% | 72.7%-15.5pp | 78.9%-21.8pp | 68.3%-11.2pp |
| Annual return | 13.20% | 20.18%-7.0pp | 59.47%-46.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,926 | $2,907-33.8% | $4,333-55.6% | $2,631-26.8% |
| Participant deferral / active EE | $2,491 | $4,590-45.7% | $6,158-59.6% | $4,212-40.9% |
| Admin fee / account holder | $10,825 | $9,357+15.7% | $14,255-24.1% | $7,344+47.4% |