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 | $35,980 | $127,065-71.7% | $113,168-68.2% | $142,382-74.7% |
| Participation rate | 26.7% | 79.2%-52.5pp | 76.6%-49.9pp | 80.1%-53.5pp |
| Annual return | 10.59% | 24.03%-13.4pp | 24.27%-13.7pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,673 | $3,442-51.4% | $2,975-43.8% | $4,299-61.1% |
| Participant deferral / active EE | $3,376 | $5,716-40.9% | $5,107-33.9% | $6,507-48.1% |
| Admin fee / account holder | $15,362 | $15,736-2.4% | $12,068+27.3% | $12,624+21.7% |