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 | $36,915 | $55,706-33.7% | $75,886-51.4% | $72,985-49.4% |
| Participation rate | 26.2% | 61.1%-34.9pp | 69.3%-43.1pp | 69.5%-43.3pp |
| Annual return | 24.82% | 27.59%-2.8pp | 30.76%-5.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,633 | $1,687-3.2% | $2,500-34.7% | $2,440-33.1% |
| Participant deferral / active EE | $1,851 | $2,634-29.7% | $3,603-48.6% | $3,607-48.7% |
| Admin fee / account holder | $675 | $3,978-83.0% | $5,418-87.5% | $5,124-86.8% |