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 | $35,945 | $67,606-46.8% | $82,313-56.3% | $70,131-48.7% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.9%-43.6pp | 69.5%-36.2pp |
| Annual return | 21.73% | 21.57%+0.2pp | 25.88%-4.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $762 | $1,755-56.6% | $2,428-68.6% | $2,342-67.5% |
| Participant deferral / active EE | $2,121 | $2,987-29.0% | $3,706-42.8% | $3,332-36.3% |
| Admin fee / account holder | $470 | $4,512-89.6% | $5,608-91.6% | $4,645-89.9% |