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 | $57,071 | $81,248-29.8% | $155,509-63.3% | $80,856-29.4% |
| Participation rate | 31.6% | 66.2%-34.7pp | 78.2%-46.6pp | 67.6%-36.1pp |
| Annual return | 12.93% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,283 | $3,100-58.6% | $4,672-72.5% | $2,755-53.4% |
| Participant deferral / active EE | $1,726 | $3,452-50.0% | $5,626-69.3% | $4,296-59.8% |
| Admin fee / account holder | $7,356 | $7,997-8.0% | $15,912-53.8% | $6,918+6.3% |