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 | $52,329 | $52,580-0.5% | $71,671-27.0% | $70,131-25.4% |
| Participation rate | 52.4% | 60.9%-8.4pp | 68.7%-16.3pp | 69.5%-17.1pp |
| Annual return | 17.25% | 20.25%-3.0pp | 20.65%-3.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $680 | $1,616-57.9% | $2,460-72.3% | $2,342-71.0% |
| Participant deferral / active EE | $1,932 | $2,386-19.0% | $3,438-43.8% | $3,332-42.0% |
| Admin fee / account holder | $5,047 | $3,653+38.2% | $5,558-9.2% | $4,645+8.6% |