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 | $38,651 | $109,413-64.7% | $156,263-75.3% | $84,808-54.4% |
| Participation rate | 30.3% | 72.7%-42.4pp | 78.9%-48.6pp | 68.3%-38.0pp |
| Annual return | 16.32% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,214 | $2,907-58.2% | $4,333-72.0% | $2,631-53.9% |
| Participant deferral / active EE | $2,347 | $4,590-48.9% | $6,158-61.9% | $4,212-44.3% |
| Admin fee / account holder | $4,879 | $9,357-47.9% | $14,255-65.8% | $7,344-33.6% |