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 | $54,498 | $60,022-9.2% | $88,946-38.7% | $84,808-35.7% |
| Participation rate | 57.4% | 57.8%-0.5pp | 68.8%-11.5pp | 68.3%-10.9pp |
| Annual return | 19.36% | 22.43%-3.1pp | 57.82%-38.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,913 | $1,703+12.3% | $2,555-25.1% | $2,631-27.3% |
| Participant deferral / active EE | $3,341 | $3,114+7.3% | $4,581-27.1% | $4,212-20.7% |
| Admin fee / account holder | $2,101 | $4,811-56.3% | $8,261-74.6% | $7,344-71.4% |