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 | $18,043 | $55,706-67.6% | $75,886-76.2% | $72,985-75.3% |
| Participation rate | 37.1% | 61.1%-24.0pp | 69.3%-32.1pp | 69.5%-32.3pp |
| Annual return | 19.26% | 27.59%-8.3pp | 30.76%-11.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,448 | $1,687+45.1% | $2,500-2.1% | $2,440+0.3% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,458 | $3,978-13.1% | $5,418-36.2% | $5,124-32.5% |