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 | $79,039 | $87,013-9.2% | $106,213-25.6% | $80,856-2.2% |
| Participation rate | 38.5% | 70.4%-32.0pp | 75.3%-36.8pp | 67.6%-29.2pp |
| Annual return | 11.85% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $692 | $2,395-71.1% | $3,171-78.2% | $2,755-74.9% |
| Participant deferral / active EE | $1,741 | $3,986-56.3% | $5,016-65.3% | $4,296-59.5% |
| Admin fee / account holder | $2,968 | $8,431-64.8% | $11,033-73.1% | $6,918-57.1% |