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 | $68,513 | $74,927-8.6% | $101,794-32.7% | $84,808-19.2% |
| Participation rate | 50.5% | 61.4%-10.9pp | 69.2%-18.7pp | 68.3%-17.8pp |
| Annual return | 14.76% | 18.70%-3.9pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,676 | $1,522+10.2% | $2,289-26.8% | $2,631-36.3% |
| Participant deferral / active EE | $3,173 | $3,099+2.4% | $4,084-22.3% | $4,212-24.7% |
| Admin fee / account holder | $3,749 | $6,514-42.4% | $8,777-57.3% | $7,344-48.9% |