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 | $71,553 | $86,891-17.7% | $142,449-49.8% | $75,163-4.8% |
| Participation rate | 47.1% | 68.5%-21.5pp | 76.8%-29.7pp | 67.2%-20.1pp |
| Annual return | 13.38% | 23.31%-9.9pp | 19.99%-6.6pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,250 | $3,355-62.8% | $4,847-74.2% | $2,670-53.2% |
| Participant deferral / active EE | $2,921 | $4,938-40.8% | $6,283-53.5% | $4,125-29.2% |
| Admin fee / account holder | $3,126 | $7,299-57.2% | $10,011-68.8% | $5,651-44.7% |