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 | $60,059 | $72,277-16.9% | $101,248-40.7% | $79,858-24.8% |
| Participation rate | 20.3% | 68.5%-48.2pp | 75.8%-55.6pp | 69.6%-49.4pp |
| Annual return | 27.81% | 22.30%+5.5pp | 46.47%-18.7pp | 31.71%-3.9pp |
| Employer contribution / active EE | $854 | $2,692-68.3% | $3,660-76.7% | $2,471-65.4% |
| Participant deferral / active EE | $1,505 | $3,282-54.1% | $4,370-65.6% | $3,740-59.8% |
| Admin fee / account holder | $4,532 | $4,400+3.0% | $5,945-23.8% | $5,306-14.6% |