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 | $17,916 | $52,836-66.1% | $105,738-83.1% | $64,186-72.1% |
| Participation rate | 42.6% | 66.5%-24.0pp | 76.3%-33.8pp | 69.6%-27.0pp |
| Annual return | 14.10% | 14.30%-0.2pp | 6.27%+7.8pp | 7.63%+6.5pp |
| Employer contribution / active EE | $1,096 | $1,827-40.0% | $3,268-66.5% | $2,381-54.0% |
| Participant deferral / active EE | $2,557 | $2,545+0.5% | $4,080-37.3% | $3,470-26.3% |
| Admin fee / account holder | $415 | $3,959-89.5% | $6,913-94.0% | $4,888-91.5% |