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 | $31,333 | $72,012-56.5% | $185,823-83.1% | $79,858-60.8% |
| Participation rate | 61.1% | 65.8%-4.7pp | 78.0%-16.9pp | 69.6%-8.5pp |
| Annual return | 18.24% | 23.12%-4.9pp | 35.95%-17.7pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,046 | $1,965-46.7% | $4,087-74.4% | $2,471-57.6% |
| Participant deferral / active EE | $2,539 | $3,779-32.8% | $5,632-54.9% | $3,740-32.1% |
| Admin fee / account holder | $747 | $4,513-83.4% | $9,500-92.1% | $5,306-85.9% |