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 | $56,909 | $93,071-38.9% | $74,583-23.7% | $273,961-79.2% |
| Participation rate | 44.4% | 74.9%-30.5pp | 68.1%-23.7pp | 83.0%-38.6pp |
| Annual return | 6.29% | 26.18%-19.9pp | 20.47%-14.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $418 | $3,160-86.8% | $2,525-83.5% | $4,869-91.4% |
| Participant deferral / active EE | $2,708 | $4,160-34.9% | $3,458-21.7% | $5,287-48.8% |
| Admin fee / account holder | $2,517 | $5,272-52.3% | $4,138-39.2% | $10,132-75.2% |