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 | $56,615 | $81,248-30.3% | $155,509-63.6% | $80,856-30.0% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 14.76% | 33.31%-18.6pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,375 | $3,100-55.7% | $4,672-70.6% | $2,755-50.1% |
| Participant deferral / active EE | $3,394 | $3,452-1.7% | $5,626-39.7% | $4,296-21.0% |
| Admin fee / account holder | $4,907 | $7,997-38.6% | $15,912-69.2% | $6,918-29.1% |