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 | $52,063 | $73,981-29.6% | $105,722-50.8% | $62,891-17.2% |
| Participation rate | 63.0% | 71.7%-8.7pp | 78.9%-16.0pp | 69.3%-6.3pp |
| Annual return | 4.94% | 17.60%-12.7pp | 12.25%-7.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $2,046 | $2,856-28.4% | $4,079-49.8% | $2,281-10.3% |
| Participant deferral / active EE | $5,926 | $4,038+46.7% | $5,326+11.3% | $3,203+85.0% |
| Admin fee / account holder | $379 | $5,976-93.7% | $8,308-95.4% | $4,296-91.2% |