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 | $25,830 | $59,839-56.8% | $81,983-68.5% | $79,858-67.7% |
| Participation rate | 51.9% | 61.6%-9.8pp | 69.2%-17.4pp | 69.6%-17.8pp |
| Annual return | 12.34% | 17.56%-5.2pp | 41.31%-29.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,345 | $1,713-21.5% | $2,498-46.2% | $2,471-45.6% |
| Participant deferral / active EE | $1,510 | $2,695-44.0% | $3,722-59.4% | $3,740-59.6% |
| Admin fee / account holder | $556 | $4,287-87.0% | $5,664-90.2% | $5,306-89.5% |