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 | $52,565 | $57,016-7.8% | $84,966-38.1% | $80,856-35.0% |
| Participation rate | 19.0% | 56.3%-37.3pp | 67.5%-48.5pp | 67.6%-48.6pp |
| Annual return | 11.93% | 21.66%-9.7pp | 66.38%-54.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $482 | $1,798-73.2% | $2,727-82.3% | $2,755-82.5% |
| Participant deferral / active EE | $1,431 | $3,110-54.0% | $4,519-68.3% | $4,296-66.7% |
| Admin fee / account holder | $573 | $4,980-88.5% | $6,149-90.7% | $6,918-91.7% |