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 3-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 | $62,766 | $60,022+4.6% | $88,946-29.4% | $84,808-26.0% |
| Participation rate | 16.7% | 57.8%-41.2pp | 68.8%-52.2pp | 68.3%-51.6pp |
| Annual return | 14.08% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,185 | $1,703-30.4% | $2,555-53.6% | $2,631-55.0% |
| Participant deferral / active EE | $2,905 | $3,114-6.7% | $4,581-36.6% | $4,212-31.0% |
| Admin fee / account holder | $1,743 | $4,811-63.8% | $8,261-78.9% | $7,344-76.3% |