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 | $38,482 | $51,045-24.6% | $70,515-45.4% | $71,457-46.1% |
| Participation rate | 58.5% | 59.4%-1.0pp | 68.3%-9.9pp | 67.9%-9.5pp |
| Annual return | 15.00% | 42.63%-27.6pp | 32.77%-17.8pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,484 | $1,790-17.1% | $2,973-50.1% | $2,588-42.7% |
| Participant deferral / active EE | $3,530 | $3,026+16.6% | $4,567-22.7% | $4,289-17.7% |
| Admin fee / account holder | $2,231 | $1,994+11.9% | $6,412-65.2% | $1,587+40.6% |