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 | $43,434 | $57,016-23.8% | $84,966-48.9% | $80,856-46.3% |
| Participation rate | 15.4% | 56.3%-41.0pp | 67.5%-52.1pp | 67.6%-52.3pp |
| Annual return | 14.80% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $492 | $1,798-72.6% | $2,727-82.0% | $2,755-82.1% |
| Participant deferral / active EE | $1,120 | $3,110-64.0% | $4,519-75.2% | $4,296-73.9% |
| Admin fee / account holder | $5,270 | $4,980+5.8% | $6,149-14.3% | $6,918-23.8% |