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 | $21,749 | $39,122-44.4% | $57,179-62.0% | $62,891-65.4% |
| Participation rate | 67.3% | 70.5%-3.2pp | 75.3%-8.0pp | 69.3%-2.0pp |
| Annual return | 2.63% | 9.23%-6.6pp | 14.59%-12.0pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,148 | $1,874-38.7% | $2,682-57.2% | $2,281-49.7% |
| Participant deferral / active EE | $2,049 | $2,374-13.7% | $3,096-33.8% | $3,203-36.0% |
| Admin fee / account holder | $427 | $2,592-83.5% | $3,139-86.4% | $4,296-90.1% |