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 | $39,674 | $68,719-42.3% | $91,541-56.7% | $84,808-53.2% |
| Participation rate | 46.9% | 64.5%-17.6pp | 69.8%-22.9pp | 68.3%-21.4pp |
| Annual return | 18.40% | 19.12%-0.7pp | 20.50%-2.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,023 | $1,920-46.7% | $2,505-59.2% | $2,631-61.1% |
| Participant deferral / active EE | $2,770 | $3,136-11.7% | $4,008-30.9% | $4,212-34.2% |
| Admin fee / account holder | $1,654 | $5,786-71.4% | $6,956-76.2% | $7,344-77.5% |