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 | $67,893 | $78,672-13.7% | $109,143-37.8% | $85,850-20.9% |
| Participation rate | 44.0% | 68.3%-24.3pp | 75.9%-31.9pp | 69.3%-25.3pp |
| Annual return | 11.58% | 25.09%-13.5pp | 25.75%-14.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,201 | $2,735-56.1% | $3,722-67.7% | $2,565-53.2% |
| Participant deferral / active EE | $2,629 | $3,467-24.2% | $4,653-43.5% | $3,952-33.5% |
| Admin fee / account holder | $1,696 | $5,469-69.0% | $6,752-74.9% | $6,260-72.9% |