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 | $51,774 | $59,839-13.5% | $81,983-36.8% | $79,858-35.2% |
| Participation rate | 58.7% | 61.6%-2.9pp | 69.2%-10.5pp | 69.6%-10.9pp |
| Annual return | 18.54% | 17.56%+1.0pp | 41.31%-22.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $879 | $1,713-48.7% | $2,498-64.8% | $2,471-64.4% |
| Participant deferral / active EE | $1,314 | $2,695-51.3% | $3,722-64.7% | $3,740-64.9% |
| Admin fee / account holder | $10,256 | $4,287+139.2% | $5,664+81.1% | $5,306+93.3% |