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 | $43,530 | $56,897-23.5% | $84,750-48.6% | $62,891-30.8% |
| Participation rate | 57.4% | 68.5%-11.1pp | 76.6%-19.1pp | 69.3%-11.9pp |
| Annual return | 8.92% | 6.30%+2.6pp | 22.78%-13.9pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,075 | $2,400-55.2% | $3,574-69.9% | $2,281-52.8% |
| Participant deferral / active EE | $2,604 | $2,709-3.9% | $3,712-29.8% | $3,203-18.7% |
| Admin fee / account holder | $1,800 | $3,581-49.7% | $5,332-66.2% | $4,296-58.1% |