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 | $54,783 | $69,362-21.0% | $101,248-45.9% | $73,488-25.5% |
| Participation rate | 38.9% | 68.4%-29.5pp | 75.8%-36.9pp | 70.7%-31.7pp |
| Annual return | 15.66% | 18.46%-2.8pp | 46.47%-30.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,156 | $2,628-56.0% | $3,660-68.4% | $2,270-49.1% |
| Participant deferral / active EE | $2,477 | $3,300-24.9% | $4,370-43.3% | $3,740-33.8% |
| Admin fee / account holder | $1,564 | $704+122.4% | $5,945-73.7% | $513+204.9% |