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 | $51,252 | $105,630-51.5% | $87,507-41.4% | $273,961-81.3% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 4.35% | 12.25%-7.9pp | 12.21%-7.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $343 | $3,141-89.1% | $2,550-86.6% | $4,869-93.0% |
| Participant deferral / active EE | $2,535 | $3,601-29.6% | $3,149-19.5% | $5,287-52.1% |
| Admin fee / account holder | $307 | $4,781-93.6% | $4,221-92.7% | $10,132-97.0% |