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 | $59,088 | $181,894-67.5% | $156,549-62.3% | $273,961-78.4% |
| Participation rate | 64.3% | 88.4%-24.1pp | 84.0%-19.7pp | 83.0%-18.7pp |
| Annual return | 7.50% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,684 | $6,248-73.0% | $5,501-69.4% | $4,869-65.4% |
| Participant deferral / active EE | $3,507 | $5,550-36.8% | $4,871-28.0% | $5,287-33.7% |
| Admin fee / account holder | $2,831 | $15,559-81.8% | $13,027-78.3% | $10,132-72.1% |