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 | $40,507 | $76,670-47.2% | $96,683-58.1% | $71,457-43.3% |
| Participation rate | 46.9% | 66.6%-19.7pp | 74.3%-27.5pp | 67.9%-21.0pp |
| Annual return | 15.55% | 48.29%-32.7pp | 35.69%-20.1pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,337 | $3,031-55.9% | $3,737-64.2% | $2,588-48.3% |
| Participant deferral / active EE | $2,171 | $3,771-42.4% | $4,878-55.5% | $4,289-49.4% |
| Admin fee / account holder | $1,933 | $2,028-4.7% | $6,730-71.3% | $1,587+21.8% |