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 | $52,633 | $60,022-12.3% | $88,946-40.8% | $84,808-37.9% |
| Participation rate | 45.3% | 57.8%-12.5pp | 68.8%-23.5pp | 68.3%-23.0pp |
| Annual return | 22.86% | 22.43%+0.4pp | 57.82%-35.0pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,318 | $1,703-22.6% | $2,555-48.4% | $2,631-49.9% |
| Participant deferral / active EE | $2,540 | $3,114-18.4% | $4,581-44.6% | $4,212-39.7% |
| Admin fee / account holder | $1,002 | $4,811-79.2% | $8,261-87.9% | $7,344-86.4% |