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 | $69,791 | $72,277-3.4% | $101,248-31.1% | $79,858-12.6% |
| Participation rate | 37.5% | 68.5%-31.0pp | 75.8%-38.3pp | 69.6%-32.1pp |
| Annual return | 15.77% | 22.30%-6.5pp | 46.47%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,291 | $3,282+0.3% | $4,370-24.7% | $3,740-12.0% |
| Admin fee / account holder | $3,695 | $4,400-16.0% | $5,945-37.9% | $5,306-30.4% |