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 | $54,510 | $57,065-4.5% | $75,670-28.0% | $70,131-22.3% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.3%-12.3pp | 69.5%-9.5pp |
| Annual return | 16.04% | 23.57%-7.5pp | 27.34%-11.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $624 | $1,817-65.7% | $2,352-73.5% | $2,342-73.4% |
| Participant deferral / active EE | $2,207 | $2,580-14.4% | $3,142-29.8% | $3,332-33.7% |
| Admin fee / account holder | $5,350 | $3,825+39.9% | $5,800-7.8% | $4,645+15.2% |