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 | $37,512 | $80,717-53.5% | $154,803-75.8% | $84,808-55.8% |
| Participation rate | 36.4% | 66.8%-30.4pp | 78.1%-41.7pp | 68.3%-31.9pp |
| Annual return | 18.36% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,557 | $2,761-43.6% | $4,305-63.8% | $2,631-40.8% |
| Participant deferral / active EE | $2,840 | $3,303-14.0% | $5,540-48.7% | $4,212-32.6% |
| Admin fee / account holder | $4,356 | $6,746-35.4% | $14,329-69.6% | $7,344-40.7% |