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 | $64,156 | $138,347-53.6% | $184,203-65.2% | $80,856-20.7% |
| Participation rate | 62.9% | 83.9%-21.0pp | 86.8%-23.9pp | 67.6%-4.7pp |
| Annual return | 28.89% | 20.02%+8.9pp | 28.81%+0.1pp | 35.59%-6.7pp |
| Employer contribution / active EE | $3,278 | $4,850-32.4% | $6,427-49.0% | $2,755+19.0% |
| Participant deferral / active EE | $7,292 | $7,071+3.1% | $9,131-20.1% | $4,296+69.7% |
| Admin fee / account holder | $4,344 | $10,483-58.6% | $13,901-68.8% | $6,918-37.2% |