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 | $29,401 | $60,892-51.7% | $82,389-64.3% | $84,808-65.3% |
| Participation rate | 61.2% | 63.3%-2.0pp | 69.5%-8.3pp | 68.3%-7.1pp |
| Annual return | 15.74% | 37.29%-21.6pp | 28.67%-12.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,304 | $1,779-26.7% | $2,517-48.2% | $2,631-50.5% |
| Participant deferral / active EE | $2,139 | $3,179-32.7% | $4,155-48.5% | $4,212-49.2% |
| Admin fee / account holder | $9,672 | $5,467+76.9% | $7,231+33.8% | $7,344+31.7% |