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 | $58,329 | $95,266-38.8% | $82,389-29.2% | $142,382-59.0% |
| Participation rate | 36.8% | 74.5%-37.6pp | 69.5%-32.7pp | 80.1%-43.3pp |
| Annual return | 12.80% | 25.74%-12.9pp | 28.67%-15.9pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,671 | $2,991-44.1% | $2,517-33.6% | $4,299-61.1% |
| Participant deferral / active EE | $2,426 | $4,809-49.6% | $4,155-41.6% | $6,507-62.7% |
| Admin fee / account holder | $1,350 | $8,563-84.2% | $7,231-81.3% | $12,624-89.3% |