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 | $41,720 | $72,012-42.1% | $185,823-77.5% | $79,858-47.8% |
| Participation rate | 60.0% | 65.8%-5.8pp | 78.0%-18.0pp | 69.6%-9.6pp |
| Annual return | 15.85% | 23.12%-7.3pp | 35.95%-20.1pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,486 | $1,965-24.4% | $4,087-63.6% | $2,471-39.9% |
| Participant deferral / active EE | $3,298 | $3,779-12.7% | $5,632-41.4% | $3,740-11.8% |
| Admin fee / account holder | $406 | $4,513-91.0% | $9,500-95.7% | $5,306-92.3% |