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 | $42,729 | $49,915-14.4% | $154,803-72.4% | $74,304-42.5% |
| Participation rate | 37.3% | 54.0%-16.6pp | 78.1%-40.7pp | 60.3%-23.0pp |
| Annual return | 20.29% | 34.06%-13.8pp | 58.88%-38.6pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,558 | $1,611-3.3% | $4,305-63.8% | $2,241-30.5% |
| Participant deferral / active EE | $1,821 | $2,255-19.3% | $5,540-67.1% | $3,767-51.7% |
| Admin fee / account holder | $1,546 | $2,189-29.4% | $14,329-89.2% | $2,969-47.9% |