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 | $80,618 | $86,929-7.3% | $102,423-21.3% | $80,856-0.3% |
| Participation rate | 64.7% | 72.4%-7.7pp | 76.5%-11.8pp | 67.6%-2.9pp |
| Annual return | 15.94% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,459 | $2,369+3.8% | $3,023-18.7% | $2,755-10.7% |
| Participant deferral / active EE | $4,511 | $4,118+9.5% | $5,053-10.7% | $4,296+5.0% |
| Admin fee / account holder | $3,841 | $8,049-52.3% | $9,451-59.4% | $6,918-44.5% |