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 | $45,339 | $79,944-43.3% | $98,439-53.9% | $75,163-39.7% |
| Participation rate | 54.0% | 70.4%-16.4pp | 75.2%-21.2pp | 67.2%-13.2pp |
| Annual return | 15.97% | 19.75%-3.8pp | 21.16%-5.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,538 | $2,264-32.1% | $3,048-49.5% | $2,670-42.4% |
| Participant deferral / active EE | $2,849 | $3,752-24.1% | $4,738-39.9% | $4,125-30.9% |
| Admin fee / account holder | $4,840 | $6,840-29.2% | $8,948-45.9% | $5,651-14.4% |