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 | $60,118 | $73,933-18.7% | $96,683-37.8% | $75,163-20.0% |
| Participation rate | 43.3% | 66.4%-23.1pp | 74.3%-31.0pp | 67.2%-23.9pp |
| Annual return | 16.14% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $873 | $2,928-70.2% | $3,737-76.6% | $2,670-67.3% |
| Participant deferral / active EE | $3,651 | $3,659-0.2% | $4,878-25.2% | $4,125-11.5% |
| Admin fee / account holder | $9,025 | $5,216+73.0% | $6,730+34.1% | $5,651+59.7% |