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 | $48,966 | $60,892-19.6% | $82,389-40.6% | $84,808-42.3% |
| Participation rate | 60.4% | 63.3%-2.9pp | 69.5%-9.2pp | 68.3%-7.9pp |
| Annual return | 15.69% | 37.29%-21.6pp | 28.67%-13.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,027 | $1,779+13.9% | $2,517-19.5% | $2,631-23.0% |
| Participant deferral / active EE | $3,081 | $3,179-3.1% | $4,155-25.8% | $4,212-26.8% |
| Admin fee / account holder | $440 | $5,467-91.9% | $7,231-93.9% | $7,344-94.0% |