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 5-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 | $46,383 | $57,016-18.6% | $84,966-45.4% | $80,856-42.6% |
| Participation rate | 59.6% | 56.3%+3.3pp | 67.5%-7.9pp | 67.6%-8.0pp |
| Annual return | 20.60% | 21.66%-1.1pp | 66.38%-45.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,835 | $1,798+2.1% | $2,727-32.7% | $2,755-33.4% |
| Participant deferral / active EE | $2,477 | $3,110-20.4% | $4,519-45.2% | $4,296-42.3% |
| Admin fee / account holder | $5,290 | $4,980+6.2% | $6,149-14.0% | $6,918-23.5% |