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 | $38,358 | $81,248-52.8% | $155,509-75.3% | $80,856-52.6% |
| Participation rate | 52.9% | 66.2%-13.4pp | 78.2%-25.3pp | 67.6%-14.8pp |
| Annual return | 11.98% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,647 | $3,100-46.9% | $4,672-64.8% | $2,755-40.2% |
| Participant deferral / active EE | $2,104 | $3,452-39.0% | $5,626-62.6% | $4,296-51.0% |
| Admin fee / account holder | $1,988 | $7,997-75.1% | $15,912-87.5% | $6,918-71.3% |