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 | $30,649 | $62,586-51.0% | $76,768-60.1% | $64,186-52.3% |
| Participation rate | 63.2% | 72.8%-9.7pp | 77.0%-13.8pp | 69.6%-6.4pp |
| Annual return | 20.23% | -1.95%+22.2pp | 2.43%+17.8pp | 7.63%+12.6pp |
| Employer contribution / active EE | $1,135 | $1,832-38.1% | $2,485-54.3% | $2,381-52.3% |
| Participant deferral / active EE | $2,266 | $3,145-27.9% | $3,852-41.2% | $3,470-34.7% |
| Admin fee / account holder | $4,069 | $4,667-12.8% | $6,675-39.0% | $4,888-16.7% |