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 | $31,534 | $65,557-51.9% | $64,056-50.8% | $71,457-55.9% |
| Participation rate | 34.5% | 73.2%-38.6pp | 72.3%-37.8pp | 67.9%-33.4pp |
| Annual return | 21.89% | 18.94%+2.9pp | 33.69%-11.8pp | 28.85%-7.0pp |
| Employer contribution / active EE | $1,086 | $2,669-59.3% | $2,747-60.5% | $2,588-58.0% |
| Participant deferral / active EE | $1,837 | $3,626-49.3% | $3,880-52.7% | $4,289-57.2% |
| Admin fee / account holder | $395 | $616-35.9% | $3,068-87.1% | $1,587-75.1% |