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 | $35,509 | $49,915-28.9% | $154,803-77.1% | $74,304-52.2% |
| Participation rate | 49.0% | 54.0%-5.0pp | 78.1%-29.1pp | 60.3%-11.4pp |
| Annual return | 18.10% | 34.06%-16.0pp | 58.88%-40.8pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,171 | $1,611-27.3% | $4,305-72.8% | $2,241-47.7% |
| Participant deferral / active EE | $1,570 | $2,255-30.4% | $5,540-71.7% | $3,767-58.3% |
| Admin fee / account holder | $4,131 | $2,189+88.7% | $14,329-71.2% | $2,969+39.1% |