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 | $42,958 | $73,933-41.9% | $96,683-55.6% | $75,163-42.8% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.0pp |
| Annual return | 18.44% | 26.70%-8.3pp | 35.69%-17.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,536 | $2,928-47.5% | $3,737-58.9% | $2,670-42.5% |
| Participant deferral / active EE | $3,019 | $3,659-17.5% | $4,878-38.1% | $4,125-26.8% |
| Admin fee / account holder | $1,608 | $5,216-69.2% | $6,730-76.1% | $5,651-71.5% |