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 | $51,495 | $59,097-12.9% | $82,389-37.5% | $74,304-30.7% |
| Participation rate | 38.9% | 52.8%-13.8pp | 69.5%-30.6pp | 60.3%-21.4pp |
| Annual return | 16.26% | 22.85%-6.6pp | 28.67%-12.4pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,074 | $1,601-32.9% | $2,517-57.3% | $2,241-52.1% |
| Participant deferral / active EE | $2,026 | $2,775-27.0% | $4,155-51.2% | $3,767-46.2% |
| Admin fee / account holder | $2,146 | $4,489-52.2% | $7,231-70.3% | $2,969-27.7% |