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 | $49,482 | $80,968-38.9% | $96,544-48.7% | $75,163-34.2% |
| Participation rate | 56.6% | 71.8%-15.1pp | 76.0%-19.3pp | 67.2%-10.6pp |
| Annual return | 15.21% | 27.06%-11.9pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,332 | $2,282-41.6% | $2,965-55.1% | $2,670-50.1% |
| Participant deferral / active EE | $2,321 | $3,928-40.9% | $4,851-52.1% | $4,125-43.7% |
| Admin fee / account holder | $6,774 | $6,724+0.7% | $8,252-17.9% | $5,651+19.9% |