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 | $26,262 | $99,341-73.6% | $84,750-69.0% | $273,961-90.4% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 9.97% | 22.93%-13.0pp | 22.78%-12.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,478 | $4,214-64.9% | $3,574-58.6% | $4,869-69.6% |
| Participant deferral / active EE | $5,078 | $4,269+18.9% | $3,712+36.8% | $5,287-4.0% |
| Admin fee / account holder | $2,142 | $6,644-67.8% | $5,332-59.8% | $10,132-78.9% |