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 | $63,357 | $95,803-33.9% | $113,168-44.0% | $84,808-25.3% |
| Participation rate | 53.1% | 72.9%-19.7pp | 76.6%-23.4pp | 68.3%-15.2pp |
| Annual return | 21.22% | 25.00%-3.8pp | 24.27%-3.0pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,173 | $2,360-7.9% | $2,975-27.0% | $2,631-17.4% |
| Participant deferral / active EE | $4,414 | $4,242+4.1% | $5,107-13.6% | $4,212+4.8% |
| Admin fee / account holder | $745 | $8,989-91.7% | $12,068-93.8% | $7,344-89.9% |