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 | $34,330 | $81,460-57.9% | $103,333-66.8% | $80,856-57.5% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.6%+1.3pp |
| Annual return | 11.78% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,878 | $3,105-39.5% | $3,868-51.4% | $2,755-31.8% |
| Participant deferral / active EE | $3,184 | $3,869-17.7% | $5,057-37.1% | $4,296-25.9% |
| Admin fee / account holder | $562 | $6,566-91.4% | $8,355-93.3% | $6,918-91.9% |