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 | $48,259 | $72,492-33.4% | $87,100-44.6% | $72,985-33.9% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.9%-26.0pp | 69.5%-18.6pp |
| Annual return | 24.83% | 24.46%+0.4pp | 28.19%-3.4pp | 81.00%-56.2pp |
| Employer contribution / active EE | $925 | $1,894-51.2% | $2,521-63.3% | $2,440-62.1% |
| Participant deferral / active EE | $1,941 | $3,270-40.6% | $4,049-52.1% | $3,607-46.2% |
| Admin fee / account holder | $734 | $5,055-85.5% | $7,497-90.2% | $5,124-85.7% |