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 | $54,562 | $49,915+9.3% | $154,803-64.8% | $74,304-26.6% |
| Participation rate | 38.1% | 54.0%-15.9pp | 78.1%-40.0pp | 60.3%-22.3pp |
| Annual return | 12.97% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.5pp |
| Employer contribution / active EE | $575 | $1,611-64.3% | $4,305-86.6% | $2,241-74.3% |
| Participant deferral / active EE | $2,220 | $2,255-1.5% | $5,540-59.9% | $3,767-41.1% |
| Admin fee / account holder | $14,492 | $2,189+562.1% | $14,329+1.1% | $2,969+388.2% |