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 | $33,557 | $55,706-39.8% | $75,886-55.8% | $72,985-54.0% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.3%-2.6pp | 69.5%-2.8pp |
| Annual return | 23.50% | 27.59%-4.1pp | 30.76%-7.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,917 | $1,687+132.2% | $2,500+56.6% | $2,440+60.5% |
| Participant deferral / active EE | $2,230 | $2,634-15.3% | $3,603-38.1% | $3,607-38.2% |
| Admin fee / account holder | $1,938 | $3,978-51.3% | $5,418-64.2% | $5,124-62.2% |