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 | $69,843 | $95,803-27.1% | $113,168-38.3% | $84,808-17.6% |
| Participation rate | 21.9% | 72.9%-51.0pp | 76.6%-54.7pp | 68.3%-46.4pp |
| Annual return | 18.19% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $760 | $2,360-67.8% | $2,975-74.4% | $2,631-71.1% |
| Participant deferral / active EE | $2,018 | $4,242-52.4% | $5,107-60.5% | $4,212-52.1% |
| Admin fee / account holder | $5,245 | $8,989-41.6% | $12,068-56.5% | $7,344-28.6% |