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 | $54,034 | $181,894-70.3% | $156,549-65.5% | $273,961-80.3% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 5.00% | 30.74%-25.7pp | 32.23%-27.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,462 | $6,248-76.6% | $5,501-73.4% | $4,869-70.0% |
| Participant deferral / active EE | $3,122 | $5,550-43.7% | $4,871-35.9% | $5,287-40.9% |
| Admin fee / account holder | $20,417 | $15,559+31.2% | $13,027+56.7% | $10,132+101.5% |