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 | $38,750 | $80,968-52.1% | $96,544-59.9% | $75,163-48.4% |
| Participation rate | 67.6% | 71.8%-4.1pp | 76.0%-8.3pp | 67.2%+0.5pp |
| Annual return | 14.21% | 27.06%-12.8pp | 25.84%-11.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,539 | $2,282-32.5% | $2,965-48.1% | $2,670-42.3% |
| Participant deferral / active EE | $2,108 | $3,928-46.3% | $4,851-56.5% | $4,125-48.9% |
| Admin fee / account holder | $1,848 | $6,724-72.5% | $8,252-77.6% | $5,651-67.3% |