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 | $46,543 | $57,651-19.3% | $112,229-58.5% | $71,457-34.9% |
| Participation rate | 39.1% | 58.9%-19.9pp | 72.4%-33.4pp | 67.9%-28.8pp |
| Annual return | 24.63% | 18.32%+6.3pp | 30.20%-5.6pp | 28.85%-4.2pp |
| Employer contribution / active EE | $1,078 | $1,913-43.7% | $3,430-68.6% | $2,588-58.3% |
| Participant deferral / active EE | $1,589 | $2,863-44.5% | $4,798-66.9% | $4,289-62.9% |
| Admin fee / account holder | $479 | $1,581-69.7% | $7,748-93.8% | $1,587-69.8% |