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 | $64,577 | $72,277-10.7% | $101,248-36.2% | $79,858-19.1% |
| Participation rate | 53.1% | 68.5%-15.4pp | 75.8%-22.7pp | 69.6%-16.6pp |
| Annual return | 13.40% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,344 | $2,692-50.1% | $3,660-63.3% | $2,471-45.6% |
| Participant deferral / active EE | $1,988 | $3,282-39.4% | $4,370-54.5% | $3,740-46.8% |
| Admin fee / account holder | $1,827 | $4,400-58.5% | $5,945-69.3% | $5,306-65.6% |