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 | $45,289 | $58,512-22.6% | $84,015-46.1% | $72,985-37.9% |
| Participation rate | 53.2% | 61.2%-8.0pp | 69.0%-15.8pp | 69.5%-16.3pp |
| Annual return | 20.40% | 28.93%-8.5pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $418 | $1,163-64.0% | $1,983-78.9% | $2,440-82.9% |
| Participant deferral / active EE | $2,592 | $2,394+8.3% | $3,239-20.0% | $3,607-28.1% |
| Admin fee / account holder | $5,900 | $4,569+29.1% | $6,101-3.3% | $5,124+15.1% |