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 | $59,173 | $81,460-27.4% | $103,333-42.7% | $80,856-26.8% |
| Participation rate | 56.0% | 66.8%-10.8pp | 74.5%-18.5pp | 67.6%-11.6pp |
| Annual return | 11.99% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,187 | $3,105-61.8% | $3,868-69.3% | $2,755-56.9% |
| Participant deferral / active EE | $1,603 | $3,869-58.6% | $5,057-68.3% | $4,296-62.7% |
| Admin fee / account holder | $6,275 | $6,566-4.4% | $8,355-24.9% | $6,918-9.3% |