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 | $60,788 | $80,717-24.7% | $154,803-60.7% | $84,808-28.3% |
| Participation rate | 63.9% | 66.8%-2.9pp | 78.1%-14.1pp | 68.3%-4.4pp |
| Annual return | 16.34% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,417 | $2,761-48.7% | $4,305-67.1% | $2,631-46.1% |
| Participant deferral / active EE | $2,283 | $3,303-30.9% | $5,540-58.8% | $4,212-45.8% |
| Admin fee / account holder | $11,397 | $6,746+69.0% | $14,329-20.5% | $7,344+55.2% |