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 | $69,797 | $87,013-19.8% | $106,213-34.3% | $80,856-13.7% |
| Participation rate | 64.3% | 70.4%-6.2pp | 75.3%-11.0pp | 67.6%-3.4pp |
| Annual return | 13.17% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $942 | $2,395-60.7% | $3,171-70.3% | $2,755-65.8% |
| Participant deferral / active EE | $3,768 | $3,986-5.5% | $5,016-24.9% | $4,296-12.3% |
| Admin fee / account holder | $3,801 | $8,431-54.9% | $11,033-65.5% | $6,918-45.1% |