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 | $24,529 | $49,915-50.9% | $154,803-84.2% | $74,304-67.0% |
| Participation rate | 58.7% | 54.0%+4.8pp | 78.1%-19.3pp | 60.3%-1.6pp |
| Annual return | 20.30% | 34.06%-13.8pp | 58.88%-38.6pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,645 | $1,611+2.1% | $4,305-61.8% | $2,241-26.6% |
| Participant deferral / active EE | $3,356 | $2,255+48.8% | $5,540-39.4% | $3,767-10.9% |
| Admin fee / account holder | $1,511 | $2,189-31.0% | $14,329-89.5% | $2,969-49.1% |