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 | $48,435 | $58,512-17.2% | $84,015-42.3% | $72,985-33.6% |
| Participation rate | 54.5% | 61.2%-6.7pp | 69.0%-14.5pp | 69.5%-14.9pp |
| Annual return | 18.01% | 28.93%-10.9pp | 71.31%-53.3pp | 81.00%-63.0pp |
| Employer contribution / active EE | $615 | $1,163-47.2% | $1,983-69.0% | $2,440-74.8% |
| Participant deferral / active EE | $2,314 | $2,394-3.3% | $3,239-28.6% | $3,607-35.9% |
| Admin fee / account holder | $6,760 | $4,569+48.0% | $6,101+10.8% | $5,124+31.9% |