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 | $75,880 | $49,915+52.0% | $154,803-51.0% | $74,304+2.1% |
| Participation rate | 26.0% | 54.0%-28.0pp | 78.1%-52.1pp | 60.3%-34.4pp |
| Annual return | 19.90% | 34.06%-14.2pp | 58.88%-39.0pp | 29.43%-9.5pp |
| Employer contribution / active EE | $282 | $1,611-82.5% | $4,305-93.5% | $2,241-87.4% |
| Participant deferral / active EE | $1,044 | $2,255-53.7% | $5,540-81.2% | $3,767-72.3% |
| Admin fee / account holder | $1,914 | $2,189-12.6% | $14,329-86.6% | $2,969-35.5% |