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 | $39,444 | $60,349-34.6% | $74,183-46.8% | $62,891-37.3% |
| Participation rate | 69.0% | 72.7%-3.7pp | 76.6%-7.6pp | 69.3%-0.3pp |
| Annual return | 6.29% | 21.37%-15.1pp | 17.74%-11.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,057 | $1,680+22.4% | $2,370-13.2% | $2,281-9.8% |
| Participant deferral / active EE | $2,622 | $2,856-8.2% | $3,550-26.1% | $3,203-18.1% |
| Admin fee / account holder | $717 | $4,261-83.2% | $5,586-87.2% | $4,296-83.3% |