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 | $49,991 | $66,098-24.4% | $101,794-50.9% | $74,304-32.7% |
| Participation rate | 51.5% | 53.8%-2.3pp | 69.2%-17.7pp | 60.3%-8.9pp |
| Annual return | 20.61% | 19.59%+1.0pp | 30.53%-9.9pp | 29.43%-8.8pp |
| Employer contribution / active EE | $907 | $1,082-16.2% | $2,289-60.4% | $2,241-59.5% |
| Participant deferral / active EE | $2,362 | $2,781-15.1% | $4,084-42.2% | $3,767-37.3% |
| Admin fee / account holder | $892 | $4,146-78.5% | $8,777-89.8% | $2,969-69.9% |