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 | $45,493 | $48,230-5.7% | $67,502-32.6% | $80,856-43.7% |
| Participation rate | 58.2% | 66.4%-8.2pp | 72.9%-14.7pp | 67.6%-9.5pp |
| Annual return | 11.49% | 18.28%-6.8pp | 3512.12%-3500.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,164 | $2,020-42.4% | $2,731-57.4% | $2,755-57.8% |
| Participant deferral / active EE | $1,054 | $2,924-64.0% | $4,000-73.7% | $4,296-75.5% |
| Admin fee / account holder | $3,841 | $3,681+4.4% | $3,998-3.9% | $6,918-44.5% |