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 | $47,411 | $105,630-55.1% | $87,507-45.8% | $273,961-82.7% |
| Participation rate | 65.0% | 78.2%-13.2pp | 73.8%-8.8pp | 83.0%-18.0pp |
| Annual return | 5.66% | 12.25%-6.6pp | 12.21%-6.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,920 | $3,141-38.8% | $2,550-24.7% | $4,869-60.6% |
| Participant deferral / active EE | $895 | $3,601-75.2% | $3,149-71.6% | $5,287-83.1% |
| Admin fee / account holder | $424 | $4,781-91.1% | $4,221-90.0% | $10,132-95.8% |