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 | $69,004 | $72,012-4.2% | $185,823-62.9% | $79,858-13.6% |
| Participation rate | 45.2% | 65.8%-20.6pp | 78.0%-32.9pp | 69.6%-24.5pp |
| Annual return | 18.46% | 23.12%-4.7pp | 35.95%-17.5pp | 31.71%-13.3pp |
| Employer contribution / active EE | $784 | $1,965-60.1% | $4,087-80.8% | $2,471-68.3% |
| Participant deferral / active EE | $3,748 | $3,779-0.8% | $5,632-33.5% | $3,740+0.2% |
| Admin fee / account holder | $1,620 | $4,513-64.1% | $9,500-82.9% | $5,306-69.5% |