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 | $37,923 | $60,022-36.8% | $88,946-57.4% | $84,808-55.3% |
| Participation rate | 54.2% | 57.8%-3.7pp | 68.8%-14.7pp | 68.3%-14.1pp |
| Annual return | 19.41% | 22.43%-3.0pp | 57.82%-38.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,740 | $1,703+2.2% | $2,555-31.9% | $2,631-33.9% |
| Participant deferral / active EE | $3,108 | $3,114-0.2% | $4,581-32.2% | $4,212-26.2% |
| Admin fee / account holder | $1,646 | $4,811-65.8% | $8,261-80.1% | $7,344-77.6% |