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 | $37,014 | $68,719-46.1% | $91,541-59.6% | $84,808-56.4% |
| Participation rate | 56.1% | 64.5%-8.4pp | 69.8%-13.6pp | 68.3%-12.2pp |
| Annual return | 14.06% | 19.12%-5.1pp | 20.50%-6.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $673 | $1,920-65.0% | $2,505-73.1% | $2,631-74.4% |
| Participant deferral / active EE | $3,354 | $3,136+7.0% | $4,008-16.3% | $4,212-20.4% |
| Admin fee / account holder | $2,167 | $5,786-62.6% | $6,956-68.9% | $7,344-70.5% |