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 | $48,546 | $67,606-28.2% | $82,313-41.0% | $70,131-30.8% |
| Participation rate | 43.2% | 72.8%-29.5pp | 76.9%-33.7pp | 69.5%-26.3pp |
| Annual return | 15.60% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,389 | $1,755-20.8% | $2,428-42.8% | $2,342-40.7% |
| Participant deferral / active EE | $2,458 | $2,987-17.7% | $3,706-33.7% | $3,332-26.2% |
| Admin fee / account holder | $529 | $4,512-88.3% | $5,608-90.6% | $4,645-88.6% |