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 | $25,815 | $68,719-62.4% | $91,541-71.8% | $84,808-69.6% |
| Participation rate | 52.6% | 64.5%-11.9pp | 69.8%-17.1pp | 68.3%-15.7pp |
| Annual return | 18.77% | 19.12%-0.4pp | 20.50%-1.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $669 | $1,920-65.2% | $2,505-73.3% | $2,631-74.6% |
| Participant deferral / active EE | $1,580 | $3,136-49.6% | $4,008-60.6% | $4,212-62.5% |
| Admin fee / account holder | $1,736 | $5,786-70.0% | $6,956-75.0% | $7,344-76.4% |