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 | $49,924 | $67,606-26.2% | $82,313-39.3% | $70,131-28.8% |
| Participation rate | 48.7% | 72.8%-24.1pp | 76.9%-28.2pp | 69.5%-20.8pp |
| Annual return | 17.68% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $990 | $1,755-43.6% | $2,428-59.2% | $2,342-57.7% |
| Participant deferral / active EE | $1,457 | $2,987-51.2% | $3,706-60.7% | $3,332-56.3% |
| Admin fee / account holder | $3,073 | $4,512-31.9% | $5,608-45.2% | $4,645-33.8% |