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 | $44,261 | $68,719-35.6% | $91,541-51.6% | $84,808-47.8% |
| Participation rate | 61.6% | 64.5%-2.9pp | 69.8%-8.1pp | 68.3%-6.7pp |
| Annual return | 17.12% | 19.12%-2.0pp | 20.50%-3.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,137 | $1,920-40.8% | $2,505-54.6% | $2,631-56.8% |
| Participant deferral / active EE | $2,518 | $3,136-19.7% | $4,008-37.2% | $4,212-40.2% |
| Admin fee / account holder | $329 | $5,786-94.3% | $6,956-95.3% | $7,344-95.5% |