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 | $53,456 | $71,050-24.8% | $93,606-42.9% | $80,856-33.9% |
| Participation rate | 60.4% | 60.4%0pp | 68.7%-8.3pp | 67.6%-7.2pp |
| Annual return | 13.02% | 11.26%+1.8pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,312 | $1,564-16.1% | $2,420-45.8% | $2,755-52.4% |
| Participant deferral / active EE | $2,246 | $4,034-44.3% | $4,411-49.1% | $4,296-47.7% |
| Admin fee / account holder | $3,510 | $6,945-49.5% | $8,285-57.6% | $6,918-49.3% |