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 | $47,840 | $67,606-29.2% | $82,313-41.9% | $70,131-31.8% |
| Participation rate | 55.7% | 72.8%-17.1pp | 76.9%-21.2pp | 69.5%-13.8pp |
| Annual return | 20.37% | 21.57%-1.2pp | 25.88%-5.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,494 | $2,987-50.0% | $3,706-59.7% | $3,332-55.2% |
| Admin fee / account holder | $2,430 | $4,512-46.2% | $5,608-56.7% | $4,645-47.7% |