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 | $64,238 | $81,248-20.9% | $155,509-58.7% | $80,856-20.6% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 12.84% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,603 | $3,100-48.3% | $4,672-65.7% | $2,755-41.8% |
| Participant deferral / active EE | $4,625 | $3,452+34.0% | $5,626-17.8% | $4,296+7.7% |
| Admin fee / account holder | $1,394 | $7,997-82.6% | $15,912-91.2% | $6,918-79.8% |