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 | $54,207 | $82,978-34.7% | $129,995-58.3% | $71,457-24.1% |
| Participation rate | 44.1% | 74.1%-30.0pp | 78.5%-34.4pp | 67.9%-23.8pp |
| Annual return | 15.12% | 20.60%-5.5pp | -137.18%+152.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,714 | $2,622-34.6% | $4,320-60.3% | $2,588-33.8% |
| Participant deferral / active EE | $2,680 | $4,432-39.5% | $5,820-54.0% | $4,289-37.5% |
| Admin fee / account holder | $2,486 | $1,729+43.8% | $10,614-76.6% | $1,587+56.6% |