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 | $45,070 | $76,050-40.7% | $96,544-53.3% | $71,457-36.9% |
| Participation rate | 35.7% | 74.4%-38.8pp | 76.0%-40.3pp | 67.9%-32.3pp |
| Annual return | 19.66% | 22.81%-3.2pp | 25.84%-6.2pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,345 | $2,244-40.1% | $2,965-54.6% | $2,588-48.0% |
| Participant deferral / active EE | $3,035 | $4,215-28.0% | $4,851-37.4% | $4,289-29.2% |
| Admin fee / account holder | $2,318 | $2,707-14.4% | $8,252-71.9% | $1,587+46.0% |