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 | $30,591 | $81,248-62.3% | $155,509-80.3% | $80,856-62.2% |
| Participation rate | 49.2% | 66.2%-17.0pp | 78.2%-29.0pp | 67.6%-18.4pp |
| Annual return | 15.20% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,433 | $3,100-53.8% | $4,672-69.3% | $2,755-48.0% |
| Participant deferral / active EE | $3,021 | $3,452-12.5% | $5,626-46.3% | $4,296-29.7% |
| Admin fee / account holder | $1,647 | $7,997-79.4% | $15,912-89.6% | $6,918-76.2% |