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 | $60,837 | $72,277-15.8% | $101,248-39.9% | $79,858-23.8% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 14.36% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,570 | $2,692-41.7% | $3,660-57.1% | $2,471-36.5% |
| Participant deferral / active EE | $3,268 | $3,282-0.4% | $4,370-25.2% | $3,740-12.6% |
| Admin fee / account holder | $3,085 | $4,400-29.9% | $5,945-48.1% | $5,306-41.9% |