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 | $63,709 | $78,422-18.8% | $95,952-33.6% | $79,858-20.2% |
| Participation rate | 59.6% | 73.5%-13.9pp | 77.1%-17.5pp | 69.6%-10.1pp |
| Annual return | 13.27% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,074 | $1,945-44.8% | $2,541-57.7% | $2,471-56.5% |
| Participant deferral / active EE | $2,197 | $3,440-36.1% | $4,167-47.3% | $3,740-41.3% |
| Admin fee / account holder | $2,096 | $5,622-62.7% | $6,795-69.2% | $5,306-60.5% |