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 | $74,118 | $80,717-8.2% | $154,803-52.1% | $84,808-12.6% |
| Participation rate | 61.7% | 66.8%-5.1pp | 78.1%-16.4pp | 68.3%-6.6pp |
| Annual return | 13.94% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,503 | $2,761-45.6% | $4,305-65.1% | $2,631-42.9% |
| Participant deferral / active EE | $2,636 | $3,303-20.2% | $5,540-52.4% | $4,212-37.4% |
| Admin fee / account holder | $376 | $6,746-94.4% | $14,329-97.4% | $7,344-94.9% |