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 | $46,536 | $54,541-14.7% | $78,778-40.9% | $70,131-33.6% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 14.57% | 21.07%-6.5pp | 35.62%-21.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $509 | $1,089-53.2% | $1,986-74.4% | $2,342-78.3% |
| Participant deferral / active EE | $1,665 | $2,210-24.7% | $2,958-43.7% | $3,332-50.0% |
| Admin fee / account holder | $1,719 | $3,709-53.7% | $5,134-66.5% | $4,645-63.0% |