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 | $37,926 | $60,892-37.7% | $82,389-54.0% | $84,808-55.3% |
| Participation rate | 34.8% | 63.3%-28.4pp | 69.5%-34.7pp | 68.3%-33.5pp |
| Annual return | 19.07% | 37.29%-18.2pp | 28.67%-9.6pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,207 | $1,779-32.2% | $2,517-52.1% | $2,631-54.1% |
| Participant deferral / active EE | $2,120 | $3,179-33.3% | $4,155-49.0% | $4,212-49.7% |
| Admin fee / account holder | $5,103 | $5,467-6.7% | $7,231-29.4% | $7,344-30.5% |