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 | $70,308 | $79,944-12.1% | $98,439-28.6% | $75,163-6.5% |
| Participation rate | 58.3% | 70.4%-12.0pp | 75.2%-16.8pp | 67.2%-8.9pp |
| Annual return | 16.19% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,542 | $2,264-31.9% | $3,048-49.4% | $2,670-42.2% |
| Participant deferral / active EE | $4,302 | $3,752+14.6% | $4,738-9.2% | $4,125+4.3% |
| Admin fee / account holder | $4,078 | $6,840-40.4% | $8,948-54.4% | $5,651-27.8% |