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 | $67,725 | $59,097+14.6% | $82,389-17.8% | $74,304-8.9% |
| Participation rate | 38.8% | 52.8%-13.9pp | 69.5%-30.7pp | 60.3%-21.5pp |
| Annual return | 16.67% | 22.85%-6.2pp | 28.67%-12.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,146 | $1,601-28.4% | $2,517-54.5% | $2,241-48.9% |
| Participant deferral / active EE | $2,369 | $2,775-14.7% | $4,155-43.0% | $3,767-37.1% |
| Admin fee / account holder | $3,845 | $4,489-14.4% | $7,231-46.8% | $2,969+29.5% |