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 | $42,222 | $51,045-17.3% | $70,515-40.1% | $71,457-40.9% |
| Participation rate | 55.5% | 59.4%-4.0pp | 68.3%-12.9pp | 67.9%-12.5pp |
| Annual return | 20.25% | 42.63%-22.4pp | 32.77%-12.5pp | 28.85%-8.6pp |
| Employer contribution / active EE | $976 | $1,790-45.5% | $2,973-67.2% | $2,588-62.3% |
| Participant deferral / active EE | $2,414 | $3,026-20.2% | $4,567-47.1% | $4,289-43.7% |
| Admin fee / account holder | $3,458 | $1,994+73.5% | $6,412-46.1% | $1,587+117.9% |