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 | $41,907 | $76,552-45.3% | $123,892-66.2% | $62,891-33.4% |
| Participation rate | 51.7% | 73.0%-21.3pp | 81.4%-29.7pp | 69.3%-17.6pp |
| Annual return | 8.86% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,679 | $2,883-41.8% | $4,617-63.6% | $2,281-26.4% |
| Participant deferral / active EE | $2,165 | $4,840-55.3% | $5,984-63.8% | $3,203-32.4% |
| Admin fee / account holder | $1,761 | $4,826-63.5% | $8,357-78.9% | $4,296-59.0% |