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 | $47,516 | $49,915-4.8% | $154,803-69.3% | $74,304-36.1% |
| Participation rate | 23.8% | 54.0%-30.1pp | 78.1%-54.2pp | 60.3%-36.5pp |
| Annual return | 14.22% | 34.06%-19.8pp | 58.88%-44.7pp | 29.43%-15.2pp |
| Employer contribution / active EE | $401 | $1,611-75.1% | $4,305-90.7% | $2,241-82.1% |
| Participant deferral / active EE | $1,273 | $2,255-43.5% | $5,540-77.0% | $3,767-66.2% |
| Admin fee / account holder | $2,049 | $2,189-6.4% | $14,329-85.7% | $2,969-31.0% |