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 | $55,966 | $77,503-27.8% | $100,391-44.3% | $80,856-30.8% |
| Participation rate | 67.5% | 76.9%-9.4pp | 81.5%-14.0pp | 67.6%-0.1pp |
| Annual return | 15.75% | 37.20%-21.5pp | 49.20%-33.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,318 | $2,801-53.0% | $3,942-66.6% | $2,755-52.2% |
| Participant deferral / active EE | $3,082 | $6,820-54.8% | $8,082-61.9% | $4,296-28.3% |
| Admin fee / account holder | $1,815 | $5,897-69.2% | $7,899-77.0% | $6,918-73.8% |