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 | $48,561 | $90,503-46.3% | $78,689-38.3% | $273,961-82.3% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 6.78% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,617 | $3,176-49.1% | $2,851-43.3% | $4,869-66.8% |
| Participant deferral / active EE | $3,234 | $3,901-17.1% | $3,517-8.0% | $5,287-38.8% |
| Admin fee / account holder | $848 | $5,263-83.9% | $4,510-81.2% | $10,132-91.6% |