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 | $37,294 | $52,580-29.1% | $71,671-48.0% | $70,131-46.8% |
| Participation rate | 48.8% | 60.9%-12.1pp | 68.7%-20.0pp | 69.5%-20.8pp |
| Annual return | 13.54% | 20.25%-6.7pp | 20.65%-7.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,782 | $1,616+10.3% | $2,460-27.6% | $2,342-23.9% |
| Participant deferral / active EE | $3,872 | $2,386+62.3% | $3,438+12.6% | $3,332+16.2% |
| Admin fee / account holder | $13,178 | $3,653+260.8% | $5,558+137.1% | $4,645+183.7% |