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 | $39,487 | $61,272-35.6% | $149,673-73.6% | $71,457-44.7% |
| Participation rate | 54.5% | 62.5%-8.0pp | 78.8%-24.3pp | 67.9%-13.5pp |
| Annual return | 18.27% | 35.85%-17.6pp | 134.42%-116.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,457 | $2,378-38.7% | $4,818-69.8% | $2,588-43.7% |
| Participant deferral / active EE | $2,902 | $2,917-0.5% | $5,680-48.9% | $4,289-32.3% |
| Admin fee / account holder | $1,315 | $1,261+4.3% | $13,210-90.0% | $1,587-17.2% |