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 | $29,012 | $39,122-25.8% | $57,179-49.3% | $62,891-53.9% |
| Participation rate | 27.5% | 70.5%-43.0pp | 75.3%-47.8pp | 69.3%-41.8pp |
| Annual return | 7.35% | 9.23%-1.9pp | 14.59%-7.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $401 | $1,874-78.6% | $2,682-85.0% | $2,281-82.4% |
| Participant deferral / active EE | $1,420 | $2,374-40.2% | $3,096-54.1% | $3,203-55.7% |
| Admin fee / account holder | $1,075 | $2,592-58.5% | $3,139-65.7% | $4,296-75.0% |