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 | $58,009 | $80,717-28.1% | $154,803-62.5% | $84,808-31.6% |
| Participation rate | 31.6% | 66.8%-35.2pp | 78.1%-46.5pp | 68.3%-36.7pp |
| Annual return | 15.59% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,307 | $2,761-52.7% | $4,305-69.6% | $2,631-50.3% |
| Participant deferral / active EE | $2,513 | $3,303-23.9% | $5,540-54.6% | $4,212-40.3% |
| Admin fee / account holder | $322 | $6,746-95.2% | $14,329-97.8% | $7,344-95.6% |