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 | $35,395 | $49,915-29.1% | $154,803-77.1% | $74,304-52.4% |
| Participation rate | 45.9% | 54.0%-8.1pp | 78.1%-32.2pp | 60.3%-14.5pp |
| Annual return | 18.37% | 34.06%-15.7pp | 58.88%-40.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,551 | $1,611-3.7% | $4,305-64.0% | $2,241-30.8% |
| Participant deferral / active EE | $1,935 | $2,255-14.2% | $5,540-65.1% | $3,767-48.6% |
| Admin fee / account holder | $2,279 | $2,189+4.1% | $14,329-84.1% | $2,969-23.2% |