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 | $52,286 | $60,022-12.9% | $88,946-41.2% | $84,808-38.3% |
| Participation rate | 44.4% | 57.8%-13.4pp | 68.8%-24.4pp | 68.3%-23.9pp |
| Annual return | 20.15% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,666 | $1,703-2.2% | $2,555-34.8% | $2,631-36.7% |
| Participant deferral / active EE | $2,433 | $3,114-21.9% | $4,581-46.9% | $4,212-42.2% |
| Admin fee / account holder | $762 | $4,811-84.2% | $8,261-90.8% | $7,344-89.6% |