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 | $64,182 | $80,717-20.5% | $154,803-58.5% | $84,808-24.3% |
| Participation rate | 65.4% | 66.8%-1.4pp | 78.1%-12.7pp | 68.3%-2.9pp |
| Annual return | 16.87% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,121 | $2,761-59.4% | $4,305-74.0% | $2,631-57.4% |
| Participant deferral / active EE | $3,483 | $3,303+5.5% | $5,540-37.1% | $4,212-17.3% |
| Admin fee / account holder | $954 | $6,746-85.9% | $14,329-93.3% | $7,344-87.0% |