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 | $47,196 | $56,423-16.4% | $77,163-38.8% | $71,457-34.0% |
| Participation rate | 28.0% | 64.3%-36.3pp | 69.6%-41.5pp | 67.9%-39.9pp |
| Annual return | 18.84% | 19.05%-0.2pp | 37.87%-19.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $670 | $1,866-64.1% | $2,535-73.6% | $2,588-74.1% |
| Participant deferral / active EE | $1,753 | $3,142-44.2% | $3,833-54.3% | $4,289-59.1% |
| Admin fee / account holder | $3,197 | $1,429+123.7% | $5,472-41.6% | $1,587+101.4% |