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 | $74,474 | $81,460-8.6% | $103,333-27.9% | $80,856-7.9% |
| Participation rate | 47.9% | 66.8%-18.9pp | 74.5%-26.6pp | 67.6%-19.7pp |
| Annual return | 10.86% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,523 | $3,105-51.0% | $3,868-60.6% | $2,755-44.7% |
| Participant deferral / active EE | $2,007 | $3,869-48.1% | $5,057-60.3% | $4,296-53.3% |
| Admin fee / account holder | $4,774 | $6,566-27.3% | $8,355-42.9% | $6,918-31.0% |