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 | $46,707 | $59,839-21.9% | $81,983-43.0% | $79,858-41.5% |
| Participation rate | 51.4% | 61.6%-10.2pp | 69.2%-17.9pp | 69.6%-18.2pp |
| Annual return | 16.43% | 17.56%-1.1pp | 41.31%-24.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $656 | $1,713-61.7% | $2,498-73.7% | $2,471-73.5% |
| Participant deferral / active EE | $1,095 | $2,695-59.4% | $3,722-70.6% | $3,740-70.7% |
| Admin fee / account holder | $5,702 | $4,287+33.0% | $5,664+0.7% | $5,306+7.5% |