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 | $29,226 | $67,606-56.8% | $82,313-64.5% | $70,131-58.3% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.9pp | 69.5%-6.5pp |
| Annual return | 19.15% | 21.57%-2.4pp | 25.88%-6.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $835 | $1,755-52.4% | $2,428-65.6% | $2,342-64.3% |
| Participant deferral / active EE | $2,618 | $2,987-12.4% | $3,706-29.4% | $3,332-21.4% |
| Admin fee / account holder | $1,839 | $4,512-59.2% | $5,608-67.2% | $4,645-60.4% |