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 | $63,855 | $110,261-42.1% | $95,745-33.3% | $139,434-54.2% |
| Participation rate | 45.5% | 75.8%-30.3pp | 72.3%-26.8pp | 80.3%-34.9pp |
| Annual return | 11.80% | 27.11%-15.3pp | 28.35%-16.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $693 | $3,257-78.7% | $2,835-75.6% | $4,751-85.4% |
| Participant deferral / active EE | $4,892 | $4,676+4.6% | $4,245+15.2% | $6,710-27.1% |
| Admin fee / account holder | $3,774 | $6,613-42.9% | $5,678-33.5% | $11,403-66.9% |