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 | $37,857 | $67,606-44.0% | $82,313-54.0% | $70,131-46.0% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.9%-31.4pp | 69.5%-24.1pp |
| Annual return | 22.57% | 21.57%+1.0pp | 25.88%-3.3pp | 73.14%-50.6pp |
| Employer contribution / active EE | $1,253 | $1,755-28.6% | $2,428-48.4% | $2,342-46.5% |
| Participant deferral / active EE | $2,142 | $2,987-28.3% | $3,706-42.2% | $3,332-35.7% |
| Admin fee / account holder | $533 | $4,512-88.2% | $5,608-90.5% | $4,645-88.5% |