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 | $50,474 | $109,881-54.1% | $150,045-66.4% | $84,808-40.5% |
| Participation rate | 50.8% | 76.1%-25.2pp | 82.3%-31.5pp | 68.3%-17.5pp |
| Annual return | 14.38% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,755 | $3,561-50.7% | $4,693-62.6% | $2,631-33.3% |
| Participant deferral / active EE | $3,368 | $6,636-49.2% | $7,997-57.9% | $4,212-20.0% |
| Admin fee / account holder | $4,190 | $8,568-51.1% | $13,435-68.8% | $7,344-42.9% |