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 | $25,066 | $43,327-42.1% | $59,878-58.1% | $64,186-60.9% |
| Participation rate | 54.1% | 69.2%-15.1pp | 74.7%-20.6pp | 69.6%-15.5pp |
| Annual return | 8.55% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+0.9pp |
| Employer contribution / active EE | $721 | $2,028-64.4% | $2,722-73.5% | $2,381-69.7% |
| Participant deferral / active EE | $1,529 | $2,546-39.9% | $3,402-55.1% | $3,470-55.9% |
| Admin fee / account holder | $2,875 | $3,005-4.3% | $3,590-19.9% | $4,888-41.2% |