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 | $45,075 | $59,097-23.7% | $82,389-45.3% | $74,304-39.3% |
| Participation rate | 49.4% | 52.8%-3.3pp | 69.5%-20.1pp | 60.3%-10.9pp |
| Annual return | 15.55% | 22.85%-7.3pp | 28.67%-13.1pp | 29.43%-13.9pp |
| Employer contribution / active EE | $929 | $1,601-42.0% | $2,517-63.1% | $2,241-58.6% |
| Participant deferral / active EE | $2,365 | $2,775-14.8% | $4,155-43.1% | $3,767-37.2% |
| Admin fee / account holder | $3,392 | $4,489-24.4% | $7,231-53.1% | $2,969+14.3% |