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 | $25,406 | $52,580-51.7% | $71,671-64.6% | $70,131-63.8% |
| Participation rate | 47.8% | 60.9%-13.0pp | 68.7%-20.9pp | 69.5%-21.7pp |
| Annual return | 18.38% | 20.25%-1.9pp | 20.65%-2.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,480 | $1,616-8.4% | $2,460-39.8% | $2,342-36.8% |
| Participant deferral / active EE | $2,265 | $2,386-5.1% | $3,438-34.1% | $3,332-32.0% |
| Admin fee / account holder | $1,103 | $3,653-69.8% | $5,558-80.1% | $4,645-76.2% |