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 | $48,640 | $57,016-14.7% | $84,966-42.8% | $80,856-39.8% |
| Participation rate | 41.1% | 56.3%-15.3pp | 67.5%-26.4pp | 67.6%-26.6pp |
| Annual return | 20.44% | 21.66%-1.2pp | 66.38%-45.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,348 | $1,798-25.0% | $2,727-50.6% | $2,755-51.1% |
| Participant deferral / active EE | $3,152 | $3,110+1.4% | $4,519-30.3% | $4,296-26.6% |
| Admin fee / account holder | $3,971 | $4,980-20.3% | $6,149-35.4% | $6,918-42.6% |