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 | $50,353 | $73,933-31.9% | $96,683-47.9% | $75,163-33.0% |
| Participation rate | 53.9% | 66.4%-12.5pp | 74.3%-20.4pp | 67.2%-13.2pp |
| Annual return | 16.30% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $979 | $2,928-66.6% | $3,737-73.8% | $2,670-63.3% |
| Participant deferral / active EE | $2,310 | $3,659-36.9% | $4,878-52.6% | $4,125-44.0% |
| Admin fee / account holder | $4,587 | $5,216-12.1% | $6,730-31.8% | $5,651-18.8% |