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 | $65,292 | $86,286-24.3% | $111,297-41.3% | $85,850-23.9% |
| Participation rate | 69.1% | 73.3%-4.2pp | 77.3%-8.2pp | 69.3%-0.2pp |
| Annual return | 13.33% | 19.99%-6.7pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,578 | $2,043-22.8% | $2,731-42.2% | $2,565-38.5% |
| Participant deferral / active EE | $3,360 | $3,641-7.7% | $4,487-25.1% | $3,952-15.0% |
| Admin fee / account holder | $7,975 | $8,188-2.6% | $7,964+0.1% | $6,260+27.4% |