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 | $55,057 | $60,022-8.3% | $88,946-38.1% | $84,808-35.1% |
| Participation rate | 52.4% | 57.8%-5.5pp | 68.8%-16.5pp | 68.3%-15.9pp |
| Annual return | 17.20% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,275 | $1,703-25.1% | $2,555-50.1% | $2,631-51.5% |
| Participant deferral / active EE | $1,980 | $3,114-36.4% | $4,581-56.8% | $4,212-53.0% |
| Admin fee / account holder | $769 | $4,811-84.0% | $8,261-90.7% | $7,344-89.5% |