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 | $75,040 | $78,422-4.3% | $95,952-21.8% | $79,858-6.0% |
| Participation rate | 62.7% | 73.5%-10.8pp | 77.1%-14.4pp | 69.6%-7.0pp |
| Annual return | 14.12% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,410 | $1,945-27.5% | $2,541-44.5% | $2,471-42.9% |
| Participant deferral / active EE | $3,894 | $3,440+13.2% | $4,167-6.6% | $3,740+4.1% |
| Admin fee / account holder | $5,029 | $5,622-10.5% | $6,795-26.0% | $5,306-5.2% |