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 | $46,239 | $60,349-23.4% | $74,183-37.7% | $62,891-26.5% |
| Participation rate | 65.6% | 72.7%-7.1pp | 76.6%-11.0pp | 69.3%-3.7pp |
| Annual return | 10.25% | 21.37%-11.1pp | 17.74%-7.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,732 | $1,680+3.1% | $2,370-26.9% | $2,281-24.1% |
| Participant deferral / active EE | $2,260 | $2,856-20.9% | $3,550-36.3% | $3,203-29.5% |
| Admin fee / account holder | $1,731 | $4,261-59.4% | $5,586-69.0% | $4,296-59.7% |