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 | $74,795 | $79,944-6.4% | $98,439-24.0% | $75,163-0.5% |
| Participation rate | 42.4% | 70.4%-28.0pp | 75.2%-32.8pp | 67.2%-24.8pp |
| Annual return | 19.30% | 19.75%-0.4pp | 21.16%-1.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $914 | $2,264-59.6% | $3,048-70.0% | $2,670-65.8% |
| Participant deferral / active EE | $2,296 | $3,752-38.8% | $4,738-51.5% | $4,125-44.3% |
| Admin fee / account holder | $1,719 | $6,840-74.9% | $8,948-80.8% | $5,651-69.6% |