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 | $37,620 | $74,927-49.8% | $101,794-63.0% | $84,808-55.6% |
| Participation rate | 64.7% | 61.4%+3.3pp | 69.2%-4.5pp | 68.3%-3.6pp |
| Annual return | 16.98% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $634 | $1,522-58.4% | $2,289-72.3% | $2,631-75.9% |
| Participant deferral / active EE | $2,841 | $3,099-8.3% | $4,084-30.4% | $4,212-32.5% |
| Admin fee / account holder | $1,493 | $6,514-77.1% | $8,777-83.0% | $7,344-79.7% |