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 | $31,413 | $81,248-61.3% | $155,509-79.8% | $80,856-61.1% |
| Participation rate | 61.5% | 66.2%-4.7pp | 78.2%-16.6pp | 67.6%-6.1pp |
| Annual return | 18.58% | 33.31%-14.7pp | 64.67%-46.1pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,255 | $3,100-59.5% | $4,672-73.1% | $2,755-54.4% |
| Participant deferral / active EE | $3,849 | $3,452+11.5% | $5,626-31.6% | $4,296-10.4% |
| Admin fee / account holder | $6,635 | $7,997-17.0% | $15,912-58.3% | $6,918-4.1% |