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 | $53,497 | $60,022-10.9% | $88,946-39.9% | $84,808-36.9% |
| Participation rate | 43.5% | 57.8%-14.3pp | 68.8%-25.3pp | 68.3%-24.8pp |
| Annual return | 15.43% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,002 | $1,703-41.1% | $2,555-60.8% | $2,631-61.9% |
| Participant deferral / active EE | $1,890 | $3,114-39.3% | $4,581-58.7% | $4,212-55.1% |
| Admin fee / account holder | $5,601 | $4,811+16.4% | $8,261-32.2% | $7,344-23.7% |