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 | $30,632 | $77,503-60.5% | $100,391-69.5% | $80,856-62.1% |
| Participation rate | 68.6% | 76.9%-8.4pp | 81.5%-12.9pp | 67.6%+0.9pp |
| Annual return | 18.58% | 37.20%-18.6pp | 49.20%-30.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,213 | $2,801+14.7% | $3,942-18.5% | $2,755+16.6% |
| Participant deferral / active EE | $3,634 | $6,820-46.7% | $8,082-55.0% | $4,296-15.4% |
| Admin fee / account holder | $2,064 | $5,897-65.0% | $7,899-73.9% | $6,918-70.2% |