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 | $51,311 | $72,277-29.0% | $101,248-49.3% | $79,858-35.7% |
| Participation rate | 63.0% | 68.5%-5.5pp | 75.8%-12.8pp | 69.6%-6.7pp |
| Annual return | 13.25% | 22.30%-9.1pp | 46.47%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $640 | $2,692-76.2% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $2,736 | $3,282-16.6% | $4,370-37.4% | $3,740-26.8% |
| Admin fee / account holder | $7,390 | $4,400+67.9% | $5,945+24.3% | $5,306+39.3% |