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 | $47,460 | $74,927-36.7% | $101,794-53.4% | $84,808-44.0% |
| Participation rate | 59.0% | 61.4%-2.4pp | 69.2%-10.2pp | 68.3%-9.3pp |
| Annual return | 13.54% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $919 | $1,522-39.6% | $2,289-59.9% | $2,631-65.1% |
| Participant deferral / active EE | $2,707 | $3,099-12.6% | $4,084-33.7% | $4,212-35.7% |
| Admin fee / account holder | $3,934 | $6,514-39.6% | $8,777-55.2% | $7,344-46.4% |