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 | $62,742 | $65,041-3.5% | $90,951-31.0% | $79,858-21.4% |
| Participation rate | 65.7% | 61.6%+4.1pp | 69.0%-3.3pp | 69.6%-4.0pp |
| Annual return | 16.41% | 30.45%-14.0pp | 134.60%-118.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $648 | $1,247-48.1% | $2,122-69.5% | $2,471-73.8% |
| Participant deferral / active EE | $2,166 | $2,512-13.8% | $3,373-35.8% | $3,740-42.1% |
| Admin fee / account holder | $1,401 | $4,536-69.1% | $5,959-76.5% | $5,306-73.6% |