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 | $36,106 | $55,371-34.8% | $95,585-62.2% | $74,304-51.4% |
| Participation rate | 38.1% | 53.8%-15.7pp | 72.1%-33.9pp | 60.3%-22.2pp |
| Annual return | 15.44% | 24.26%-8.8pp | 38.56%-23.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $485 | $1,437-66.3% | $2,527-80.8% | $2,241-78.4% |
| Participant deferral / active EE | $2,693 | $2,955-8.9% | $4,023-33.1% | $3,767-28.5% |
| Admin fee / account holder | $3,218 | $2,620+22.8% | $6,127-47.5% | $2,969+8.4% |