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 | $66,367 | $81,460-18.5% | $103,333-35.8% | $80,856-17.9% |
| Participation rate | 51.9% | 66.8%-15.0pp | 74.5%-22.7pp | 67.6%-15.8pp |
| Annual return | 12.63% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,052 | $3,105-33.9% | $3,868-47.0% | $2,755-25.5% |
| Participant deferral / active EE | $3,555 | $3,869-8.1% | $5,057-29.7% | $4,296-17.2% |
| Admin fee / account holder | $3,238 | $6,566-50.7% | $8,355-61.2% | $6,918-53.2% |