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 | $43,814 | $51,175-14.4% | $70,515-37.9% | $75,163-41.7% |
| Participation rate | 34.7% | 60.9%-26.2pp | 68.3%-33.6pp | 67.2%-32.5pp |
| Annual return | 24.94% | 30.02%-5.1pp | 32.77%-7.8pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,243 | $1,826-32.0% | $2,973-58.2% | $2,670-53.5% |
| Participant deferral / active EE | $2,283 | $2,849-19.9% | $4,567-50.0% | $4,125-44.7% |
| Admin fee / account holder | $2,481 | $4,091-39.3% | $6,412-61.3% | $5,651-56.1% |