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 | $26,348 | $72,277-63.5% | $101,248-74.0% | $79,858-67.0% |
| Participation rate | 53.3% | 68.5%-15.1pp | 75.8%-22.5pp | 69.6%-16.3pp |
| Annual return | 14.80% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,443 | $2,692-46.4% | $3,660-60.6% | $2,471-41.6% |
| Participant deferral / active EE | $3,079 | $3,282-6.2% | $4,370-29.5% | $3,740-17.7% |
| Admin fee / account holder | $3,223 | $4,400-26.7% | $5,945-45.8% | $5,306-39.3% |