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 | $67,643 | $95,803-29.4% | $113,168-40.2% | $84,808-20.2% |
| Participation rate | 47.8% | 72.9%-25.0pp | 76.6%-28.7pp | 68.3%-20.5pp |
| Annual return | 17.62% | 25.00%-7.4pp | 24.27%-6.6pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,367 | $2,360-42.1% | $2,975-54.1% | $2,631-48.1% |
| Participant deferral / active EE | $1,989 | $4,242-53.1% | $5,107-61.0% | $4,212-52.8% |
| Admin fee / account holder | $2,336 | $8,989-74.0% | $12,068-80.6% | $7,344-68.2% |