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 | $49,701 | $55,706-10.8% | $75,886-34.5% | $72,985-31.9% |
| Participation rate | 44.0% | 61.1%-17.2pp | 69.3%-25.3pp | 69.5%-25.5pp |
| Annual return | 21.19% | 27.59%-6.4pp | 30.76%-9.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,128 | $1,687-33.1% | $2,500-54.9% | $2,440-53.8% |
| Participant deferral / active EE | $1,781 | $2,634-32.4% | $3,603-50.6% | $3,607-50.6% |
| Admin fee / account holder | $620 | $3,978-84.4% | $5,418-88.6% | $5,124-87.9% |