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 | $69,522 | $74,927-7.2% | $101,794-31.7% | $84,808-18.0% |
| Participation rate | 61.0% | 61.4%-0.4pp | 69.2%-8.2pp | 68.3%-7.3pp |
| Annual return | 13.93% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,053 | $1,522-30.8% | $2,289-54.0% | $2,631-60.0% |
| Participant deferral / active EE | $2,675 | $3,099-13.7% | $4,084-34.5% | $4,212-36.5% |
| Admin fee / account holder | $2,031 | $6,514-68.8% | $8,777-76.9% | $7,344-72.4% |