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 | $39,520 | $72,277-45.3% | $101,248-61.0% | $79,858-50.5% |
| Participation rate | 49.1% | 68.5%-19.4pp | 75.8%-26.8pp | 69.6%-20.6pp |
| Annual return | 20.04% | 22.30%-2.3pp | 46.47%-26.4pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,743 | $2,692-35.3% | $3,660-52.4% | $2,471-29.5% |
| Participant deferral / active EE | $2,419 | $3,282-26.3% | $4,370-44.6% | $3,740-35.3% |
| Admin fee / account holder | $641 | $4,400-85.4% | $5,945-89.2% | $5,306-87.9% |