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 | $89,822 | $127,065-29.3% | $113,168-20.6% | $142,382-36.9% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 15.12% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,309 | $3,442-32.9% | $2,975-22.4% | $4,299-46.3% |
| Participant deferral / active EE | $3,892 | $5,716-31.9% | $5,107-23.8% | $6,507-40.2% |
| Admin fee / account holder | $12,089 | $15,736-23.2% | $12,068+0.2% | $12,624-4.2% |