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 | $61,795 | $67,606-8.6% | $82,313-24.9% | $70,131-11.9% |
| Participation rate | 37.8% | 72.8%-34.9pp | 76.9%-39.1pp | 69.5%-31.7pp |
| Annual return | 15.54% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $691 | $1,755-60.6% | $2,428-71.6% | $2,342-70.5% |
| Participant deferral / active EE | $2,214 | $2,987-25.9% | $3,706-40.3% | $3,332-33.6% |
| Admin fee / account holder | $4,316 | $4,512-4.3% | $5,608-23.0% | $4,645-7.1% |