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 | $31,835 | $49,915-36.2% | $154,803-79.4% | $74,304-57.2% |
| Participation rate | 47.7% | 54.0%-6.3pp | 78.1%-30.4pp | 60.3%-12.7pp |
| Annual return | 16.57% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $860 | $1,611-46.6% | $4,305-80.0% | $2,241-61.6% |
| Participant deferral / active EE | $1,158 | $2,255-48.6% | $5,540-79.1% | $3,767-69.2% |
| Admin fee / account holder | $1,542 | $2,189-29.6% | $14,329-89.2% | $2,969-48.1% |