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 | $60,186 | $72,277-16.7% | $101,248-40.6% | $79,858-24.6% |
| Participation rate | 51.4% | 68.5%-17.0pp | 75.8%-24.4pp | 69.6%-18.2pp |
| Annual return | 17.60% | 22.30%-4.7pp | 46.47%-28.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,199 | $2,692-55.5% | $3,660-67.2% | $2,471-51.5% |
| Participant deferral / active EE | $2,700 | $3,282-17.7% | $4,370-38.2% | $3,740-27.8% |
| Admin fee / account holder | $854 | $4,400-80.6% | $5,945-85.6% | $5,306-83.9% |