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 | $35,744 | $80,717-55.7% | $154,803-76.9% | $84,808-57.9% |
| Participation rate | 45.9% | 66.8%-20.9pp | 78.1%-32.1pp | 68.3%-22.4pp |
| Annual return | 21.37% | 37.96%-16.6pp | 58.88%-37.5pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,117 | $2,761-59.6% | $4,305-74.1% | $2,631-57.6% |
| Participant deferral / active EE | $2,682 | $3,303-18.8% | $5,540-51.6% | $4,212-36.3% |
| Admin fee / account holder | $1,054 | $6,746-84.4% | $14,329-92.6% | $7,344-85.6% |