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 | $65,343 | $76,367-14.4% | $93,606-30.2% | $72,985-10.5% |
| Participation rate | 69.0% | 71.7%-2.7pp | 75.8%-6.8pp | 69.5%-0.4pp |
| Annual return | 20.72% | 25.82%-5.1pp | 32.76%-12.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,809 | $2,275-20.5% | $2,718-33.4% | $2,440-25.9% |
| Participant deferral / active EE | $2,477 | $3,538-30.0% | $4,069-39.1% | $3,607-31.3% |
| Admin fee / account holder | $7,086 | $6,838+3.6% | $7,888-10.2% | $5,124+38.3% |