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 | $33,684 | $48,750-30.9% | $88,946-62.1% | $74,304-54.7% |
| Participation rate | 36.0% | 44.5%-8.5pp | 68.8%-32.9pp | 60.3%-24.4pp |
| Annual return | 15.45% | 25.91%-10.5pp | 57.82%-42.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $656 | $1,255-47.8% | $2,555-74.3% | $2,241-70.7% |
| Participant deferral / active EE | $2,004 | $2,423-17.3% | $4,581-56.3% | $3,767-46.8% |
| Admin fee / account holder | $2,264 | $3,756-39.7% | $8,261-72.6% | $2,969-23.8% |