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 | $42,307 | $76,050-44.4% | $96,544-56.2% | $71,457-40.8% |
| Participation rate | 51.7% | 74.4%-22.7pp | 76.0%-24.3pp | 67.9%-16.3pp |
| Annual return | 18.26% | 22.81%-4.5pp | 25.84%-7.6pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,181 | $2,244-47.4% | $2,965-60.2% | $2,588-54.3% |
| Participant deferral / active EE | $2,598 | $4,215-38.4% | $4,851-46.4% | $4,289-39.4% |
| Admin fee / account holder | $3,519 | $2,707+30.0% | $8,252-57.4% | $1,587+121.7% |