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 | $66,680 | $76,670-13.0% | $96,683-31.0% | $71,457-6.7% |
| Participation rate | 37.6% | 66.6%-29.0pp | 74.3%-36.8pp | 67.9%-30.3pp |
| Annual return | 15.62% | 48.29%-32.7pp | 35.69%-20.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,394 | $3,031-54.0% | $3,737-62.7% | $2,588-46.1% |
| Participant deferral / active EE | $2,966 | $3,771-21.4% | $4,878-39.2% | $4,289-30.8% |
| Admin fee / account holder | $13,526 | $2,028+566.9% | $6,730+101.0% | $1,587+752.1% |