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 | $37,758 | $68,719-45.1% | $91,541-58.8% | $84,808-55.5% |
| Participation rate | 66.0% | 64.5%+1.5pp | 69.8%-3.8pp | 68.3%-2.3pp |
| Annual return | 17.30% | 19.12%-1.8pp | 20.50%-3.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $903 | $1,920-53.0% | $2,505-64.0% | $2,631-65.7% |
| Participant deferral / active EE | $2,342 | $3,136-25.3% | $4,008-41.6% | $4,212-44.4% |
| Admin fee / account holder | $1,505 | $5,786-74.0% | $6,956-78.4% | $7,344-79.5% |