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 | $44,197 | $46,869-5.7% | $122,332-63.9% | $70,131-37.0% |
| Participation rate | 42.9% | 58.2%-15.3pp | 71.6%-28.8pp | 69.5%-26.7pp |
| Annual return | 16.25% | 24.22%-8.0pp | 30.27%-14.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $849 | $1,288-34.1% | $4,050-79.0% | $2,342-63.7% |
| Participant deferral / active EE | $2,186 | $2,166+0.9% | $3,287-33.5% | $3,332-34.4% |
| Admin fee / account holder | $2,360 | $3,322-29.0% | $5,478-56.9% | $4,645-49.2% |