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 | $62,289 | $86,929-28.3% | $102,423-39.2% | $80,856-23.0% |
| Participation rate | 41.2% | 72.4%-31.2pp | 76.5%-35.3pp | 67.6%-26.5pp |
| Annual return | 13.97% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,352 | $2,369-42.9% | $3,023-55.3% | $2,755-50.9% |
| Participant deferral / active EE | $2,536 | $4,118-38.4% | $5,053-49.8% | $4,296-41.0% |
| Admin fee / account holder | $2,225 | $8,049-72.4% | $9,451-76.5% | $6,918-67.8% |