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 | $29,009 | $48,076-39.7% | $78,689-63.1% | $62,891-53.9% |
| Participation rate | 59.3% | 65.2%-5.9pp | 73.6%-14.3pp | 69.3%-10.0pp |
| Annual return | 9.82% | 31.35%-21.5pp | 62.18%-52.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,101 | $2,015-45.4% | $2,851-61.4% | $2,281-51.7% |
| Participant deferral / active EE | $3,266 | $2,588+26.2% | $3,517-7.1% | $3,203+2.0% |
| Admin fee / account holder | $5,163 | $3,207+61.0% | $4,510+14.5% | $4,296+20.2% |