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 | $39,480 | $56,897-30.6% | $84,750-53.4% | $62,891-37.2% |
| Participation rate | 61.5% | 68.5%-7.0pp | 76.6%-15.1pp | 69.3%-7.8pp |
| Annual return | 6.14% | 6.30%-0.2pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,327 | $2,400-44.7% | $3,574-62.9% | $2,281-41.8% |
| Participant deferral / active EE | $4,216 | $2,709+55.6% | $3,712+13.6% | $3,203+31.6% |
| Admin fee / account holder | $745 | $3,581-79.2% | $5,332-86.0% | $4,296-82.7% |