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 | $64,593 | $41,377+56.1% | $109,313-40.9% | $62,891+2.7% |
| Participation rate | 50.0% | 57.5%-7.5pp | 71.3%-21.3pp | 69.3%-19.3pp |
| Annual return | 6.15% | 11.05%-4.9pp | 22.07%-15.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $736 | $1,276-42.3% | $3,892-81.1% | $2,281-67.7% |
| Participant deferral / active EE | $2,004 | $2,045-2.0% | $3,166-36.7% | $3,203-37.4% |
| Admin fee / account holder | $1,748 | $2,884-39.4% | $5,666-69.2% | $4,296-59.3% |