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 | $63,820 | $80,717-20.9% | $154,803-58.8% | $84,808-24.7% |
| Participation rate | 56.1% | 66.8%-10.7pp | 78.1%-22.0pp | 68.3%-12.2pp |
| Annual return | 13.11% | 37.96%-24.8pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,081 | $2,761-60.9% | $4,305-74.9% | $2,631-58.9% |
| Participant deferral / active EE | $1,703 | $3,303-48.4% | $5,540-69.3% | $4,212-59.6% |
| Admin fee / account holder | $6,208 | $6,746-8.0% | $14,329-56.7% | $7,344-15.5% |