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 | $61,614 | $72,492-15.0% | $87,100-29.3% | $72,985-15.6% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.9%-28.4pp | 69.5%-21.0pp |
| Annual return | 20.53% | 24.46%-3.9pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $606 | $1,894-68.0% | $2,521-76.0% | $2,440-75.2% |
| Participant deferral / active EE | $2,946 | $3,270-9.9% | $4,049-27.2% | $3,607-18.3% |
| Admin fee / account holder | $394 | $5,055-92.2% | $7,497-94.7% | $5,124-92.3% |