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 | $47,734 | $72,277-34.0% | $101,248-52.9% | $79,858-40.2% |
| Participation rate | 32.5% | 68.5%-36.0pp | 75.8%-43.3pp | 69.6%-37.1pp |
| Annual return | 20.79% | 22.30%-1.5pp | 46.47%-25.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $816 | $2,692-69.7% | $3,660-77.7% | $2,471-67.0% |
| Participant deferral / active EE | $1,723 | $3,282-47.5% | $4,370-60.6% | $3,740-53.9% |
| Admin fee / account holder | $4,546 | $4,400+3.3% | $5,945-23.5% | $5,306-14.3% |