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 | $46,390 | $49,227-5.8% | $70,449-34.2% | $79,858-41.9% |
| Participation rate | 15.2% | 69.2%-54.0pp | 75.1%-59.8pp | 69.6%-54.4pp |
| Annual return | 23.66% | 30.06%-6.4pp | 109.03%-85.4pp | 31.71%-8.1pp |
| Employer contribution / active EE | $474 | $2,099-77.4% | $2,737-82.7% | $2,471-80.8% |
| Participant deferral / active EE | $892 | $2,768-67.8% | $3,709-76.0% | $3,740-76.2% |
| Admin fee / account holder | $4,522 | $2,878+57.1% | $3,845+17.6% | $5,306-14.8% |