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 | $63,494 | $63,764-0.4% | $81,930-22.5% | $79,858-20.5% |
| Participation rate | 45.7% | 67.5%-21.8pp | 72.0%-26.3pp | 69.6%-24.0pp |
| Annual return | 13.76% | 22.66%-8.9pp | 29.49%-15.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $717 | $1,795-60.1% | $4,310-83.4% | $2,471-71.0% |
| Participant deferral / active EE | $1,307 | $2,780-53.0% | $7,107-81.6% | $3,740-65.0% |
| Admin fee / account holder | $2,524 | $4,426-43.0% | $5,158-51.1% | $5,306-52.4% |