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 | $53,566 | $105,630-49.3% | $87,507-38.8% | $273,961-80.4% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 6.42% | 12.25%-5.8pp | 12.21%-5.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,628 | $3,141-48.2% | $2,550-36.2% | $4,869-66.6% |
| Participant deferral / active EE | $3,729 | $3,601+3.6% | $3,149+18.4% | $5,287-29.5% |
| Admin fee / account holder | $961 | $4,781-79.9% | $4,221-77.2% | $10,132-90.5% |