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 | $38,236 | $72,492-47.3% | $87,100-56.1% | $72,985-47.6% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.9%-17.8pp | 69.5%-10.4pp |
| Annual return | 23.87% | 24.46%-0.6pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,080 | $1,894-43.0% | $2,521-57.2% | $2,440-55.8% |
| Participant deferral / active EE | $1,690 | $3,270-48.3% | $4,049-58.3% | $3,607-53.1% |
| Admin fee / account holder | $408 | $5,055-91.9% | $7,497-94.6% | $5,124-92.0% |