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 | $67,918 | $95,803-29.1% | $113,168-40.0% | $84,808-19.9% |
| Participation rate | 58.7% | 72.9%-14.2pp | 76.6%-17.9pp | 68.3%-9.6pp |
| Annual return | 13.34% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,300 | $2,360-2.5% | $2,975-22.7% | $2,631-12.6% |
| Participant deferral / active EE | $4,236 | $4,242-0.2% | $5,107-17.1% | $4,212+0.6% |
| Admin fee / account holder | $2,708 | $8,989-69.9% | $12,068-77.6% | $7,344-63.1% |