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 | $35,144 | $56,897-38.2% | $84,750-58.5% | $62,891-44.1% |
| Participation rate | 61.2% | 68.5%-7.3pp | 76.6%-15.4pp | 69.3%-8.1pp |
| Annual return | 4.36% | 6.30%-1.9pp | 22.78%-18.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $2,452 | $2,400+2.2% | $3,574-31.4% | $2,281+7.5% |
| Participant deferral / active EE | $3,011 | $2,709+11.1% | $3,712-18.9% | $3,203-6.0% |
| Admin fee / account holder | $2,522 | $3,581-29.6% | $5,332-52.7% | $4,296-41.3% |