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 | $72,766 | $80,717-9.9% | $154,803-53.0% | $84,808-14.2% |
| Participation rate | 57.6% | 66.8%-9.2pp | 78.1%-20.5pp | 68.3%-10.7pp |
| Annual return | 21.87% | 37.96%-16.1pp | 58.88%-37.0pp | 40.90%-19.0pp |
| Employer contribution / active EE | $4,473 | $2,761+62.0% | $4,305+3.9% | $2,631+70.0% |
| Participant deferral / active EE | $4,518 | $3,303+36.8% | $5,540-18.5% | $4,212+7.3% |
| Admin fee / account holder | $381 | $6,746-94.4% | $14,329-97.3% | $7,344-94.8% |