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 | $69,326 | $117,983-41.2% | $101,794-31.9% | $142,382-51.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 16.44% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $936 | $2,773-66.2% | $2,289-59.1% | $4,299-78.2% |
| Participant deferral / active EE | $1,626 | $4,714-65.5% | $4,084-60.2% | $6,507-75.0% |
| Admin fee / account holder | $6,703 | $10,433-35.8% | $8,777-23.6% | $12,624-46.9% |