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 | $47,335 | $47,848-1.1% | $81,478-41.9% | $70,131-32.5% |
| Participation rate | 32.4% | 58.3%-25.8pp | 68.0%-35.5pp | 69.5%-37.1pp |
| Annual return | 19.21% | 27.25%-8.0pp | 38.78%-19.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,032 | $1,527-32.4% | $2,568-59.8% | $2,342-56.0% |
| Participant deferral / active EE | $2,759 | $2,453+12.5% | $3,537-22.0% | $3,332-17.2% |
| Admin fee / account holder | $2,432 | $3,145-22.7% | $4,561-46.7% | $4,645-47.6% |