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 | $69,809 | $101,724-31.4% | $164,813-57.6% | $80,856-13.7% |
| Participation rate | 42.9% | 71.8%-29.0pp | 78.6%-35.7pp | 67.6%-24.8pp |
| Annual return | 19.27% | 16.72%+2.6pp | 69.93%-50.7pp | 35.59%-16.3pp |
| Employer contribution / active EE | $1,377 | $2,953-53.4% | $4,341-68.3% | $2,755-50.0% |
| Participant deferral / active EE | $3,139 | $4,477-29.9% | $6,031-48.0% | $4,296-26.9% |
| Admin fee / account holder | $1,119 | $8,227-86.4% | $12,690-91.2% | $6,918-83.8% |