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 | $35,946 | $81,248-55.8% | $155,509-76.9% | $80,856-55.5% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 14.45% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $786 | $3,100-74.6% | $4,672-83.2% | $2,755-71.5% |
| Participant deferral / active EE | $2,179 | $3,452-36.9% | $5,626-61.3% | $4,296-49.3% |
| Admin fee / account holder | $3,675 | $7,997-54.0% | $15,912-76.9% | $6,918-46.9% |