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 | $49,515 | $72,492-31.7% | $87,100-43.2% | $72,985-32.2% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.9%-7.1pp | 69.5%+0.3pp |
| Annual return | 19.63% | 24.46%-4.8pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,645 | $1,894-13.1% | $2,521-34.7% | $2,440-32.6% |
| Participant deferral / active EE | $3,462 | $3,270+5.9% | $4,049-14.5% | $3,607-4.0% |
| Admin fee / account holder | $5,682 | $5,055+12.4% | $7,497-24.2% | $5,124+10.9% |