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 | $35,825 | $93,571-61.7% | $135,903-73.6% | $75,163-52.3% |
| Participation rate | 35.2% | 75.2%-40.0pp | 81.9%-46.7pp | 67.2%-32.0pp |
| Annual return | 20.31% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,188 | $3,537-66.4% | $4,856-75.5% | $2,670-55.5% |
| Participant deferral / active EE | $2,804 | $6,404-56.2% | $7,758-63.9% | $4,125-32.0% |
| Admin fee / account holder | $4,069 | $6,975-41.7% | $10,762-62.2% | $5,651-28.0% |