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 | $40,365 | $58,512-31.0% | $84,015-52.0% | $72,985-44.7% |
| Participation rate | 33.9% | 61.2%-27.3pp | 69.0%-35.1pp | 69.5%-35.6pp |
| Annual return | 21.86% | 28.93%-7.1pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $555 | $1,163-52.2% | $1,983-72.0% | $2,440-77.2% |
| Participant deferral / active EE | $1,154 | $2,394-51.8% | $3,239-64.4% | $3,607-68.0% |
| Admin fee / account holder | $11,624 | $4,569+154.4% | $6,101+90.5% | $5,124+126.8% |