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 | $60,963 | $60,022+1.6% | $88,946-31.5% | $84,808-28.1% |
| Participation rate | 16.4% | 57.8%-41.5pp | 68.8%-52.5pp | 68.3%-51.9pp |
| Annual return | 16.64% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $357 | $1,703-79.1% | $2,555-86.0% | $2,631-86.4% |
| Participant deferral / active EE | $1,043 | $3,114-66.5% | $4,581-77.2% | $4,212-75.2% |
| Admin fee / account holder | $2,211 | $4,811-54.0% | $8,261-73.2% | $7,344-69.9% |