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 | $37,164 | $49,915-25.5% | $154,803-76.0% | $74,304-50.0% |
| Participation rate | 25.9% | 54.0%-28.0pp | 78.1%-52.1pp | 60.3%-34.4pp |
| Annual return | 20.34% | 34.06%-13.7pp | 58.88%-38.5pp | 29.43%-9.1pp |
| Employer contribution / active EE | $801 | $1,611-50.3% | $4,305-81.4% | $2,241-64.2% |
| Participant deferral / active EE | $1,725 | $2,255-23.5% | $5,540-68.9% | $3,767-54.2% |
| Admin fee / account holder | $355 | $2,189-83.8% | $14,329-97.5% | $2,969-88.0% |