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 | $62,132 | $68,719-9.6% | $91,541-32.1% | $84,808-26.7% |
| Participation rate | 36.4% | 64.5%-28.1pp | 69.8%-33.4pp | 68.3%-31.9pp |
| Annual return | 15.50% | 19.12%-3.6pp | 20.50%-5.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $514 | $1,920-73.2% | $2,505-79.5% | $2,631-80.5% |
| Participant deferral / active EE | $1,498 | $3,136-52.2% | $4,008-62.6% | $4,212-64.4% |
| Admin fee / account holder | $3,158 | $5,786-45.4% | $6,956-54.6% | $7,344-57.0% |