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 | $60,503 | $80,717-25.0% | $154,803-60.9% | $84,808-28.7% |
| Participation rate | 69.7% | 66.8%+2.9pp | 78.1%-8.4pp | 68.3%+1.4pp |
| Annual return | 16.55% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,953 | $2,761-29.3% | $4,305-54.6% | $2,631-25.8% |
| Participant deferral / active EE | $3,833 | $3,303+16.0% | $5,540-30.8% | $4,212-9.0% |
| Admin fee / account holder | $4,588 | $6,746-32.0% | $14,329-68.0% | $7,344-37.5% |