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 5-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 | $46,788 | $68,914-32.1% | $136,749-65.8% | $74,304-37.0% |
| Participation rate | 33.3% | 51.3%-18.0pp | 72.1%-38.8pp | 60.3%-27.0pp |
| Annual return | 16.61% | 16.34%+0.3pp | 24.33%-7.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,077 | $1,561-31.0% | $3,400-68.3% | $2,241-51.9% |
| Participant deferral / active EE | $2,001 | $2,541-21.2% | $4,692-57.3% | $3,767-46.9% |
| Admin fee / account holder | $4,287 | $3,149+36.1% | $11,386-62.3% | $2,969+44.4% |