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 | $25,801 | $80,717-68.0% | $154,803-83.3% | $84,808-69.6% |
| Participation rate | 49.4% | 66.8%-17.4pp | 78.1%-28.7pp | 68.3%-18.9pp |
| Annual return | 15.40% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,426 | $2,761-48.4% | $4,305-66.9% | $2,631-45.8% |
| Participant deferral / active EE | $2,747 | $3,303-16.8% | $5,540-50.4% | $4,212-34.8% |
| Admin fee / account holder | $3,729 | $6,746-44.7% | $14,329-74.0% | $7,344-49.2% |