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 | $61,719 | $78,422-21.3% | $95,952-35.7% | $79,858-22.7% |
| Participation rate | 58.2% | 73.5%-15.2pp | 77.1%-18.8pp | 69.6%-11.4pp |
| Annual return | 11.62% | 19.37%-7.8pp | 91.61%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,112 | $1,945-42.8% | $2,541-56.2% | $2,471-55.0% |
| Participant deferral / active EE | $2,313 | $3,440-32.8% | $4,167-44.5% | $3,740-38.2% |
| Admin fee / account holder | $2,411 | $5,622-57.1% | $6,795-64.5% | $5,306-54.6% |