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 | $65,049 | $78,926-17.6% | $136,749-52.4% | $84,808-23.3% |
| Participation rate | 41.7% | 62.2%-20.5pp | 72.1%-30.5pp | 68.3%-26.6pp |
| Annual return | 14.53% | 18.17%-3.6pp | 24.33%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,061 | $2,134-50.3% | $3,400-68.8% | $2,631-59.7% |
| Participant deferral / active EE | $1,970 | $3,168-37.8% | $4,692-58.0% | $4,212-53.2% |
| Admin fee / account holder | $1,434 | $6,369-77.5% | $11,386-87.4% | $7,344-80.5% |