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 | $45,509 | $46,553-2.2% | $64,056-29.0% | $75,163-39.5% |
| Participation rate | 59.5% | 65.9%-6.4pp | 72.3%-12.8pp | 67.2%-7.7pp |
| Annual return | 13.38% | 26.03%-12.6pp | 33.69%-20.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,098 | $1,974-44.4% | $2,747-60.0% | $2,670-58.9% |
| Participant deferral / active EE | $2,155 | $2,837-24.0% | $3,880-44.5% | $4,125-47.8% |
| Admin fee / account holder | $4,541 | $2,952+53.8% | $3,068+48.0% | $5,651-19.6% |