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 | $25,567 | $49,227-48.1% | $70,449-63.7% | $79,858-68.0% |
| Participation rate | 53.6% | 69.2%-15.6pp | 75.1%-21.5pp | 69.6%-16.1pp |
| Annual return | 6.59% | 30.06%-23.5pp | 109.03%-102.4pp | 31.71%-25.1pp |
| Employer contribution / active EE | $910 | $2,099-56.7% | $2,737-66.8% | $2,471-63.2% |
| Participant deferral / active EE | $2,461 | $2,768-11.1% | $3,709-33.6% | $3,740-34.2% |
| Admin fee / account holder | $2,706 | $2,878-6.0% | $3,845-29.6% | $5,306-49.0% |