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 | $51,158 | $59,097-13.4% | $82,389-37.9% | $74,304-31.2% |
| Participation rate | 45.3% | 52.8%-7.4pp | 69.5%-24.2pp | 60.3%-15.0pp |
| Annual return | 17.08% | 22.85%-5.8pp | 28.67%-11.6pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,241 | $1,601-22.5% | $2,517-50.7% | $2,241-44.6% |
| Participant deferral / active EE | $2,089 | $2,775-24.7% | $4,155-49.7% | $3,767-44.5% |
| Admin fee / account holder | $3,784 | $4,489-15.7% | $7,231-47.7% | $2,969+27.4% |