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 | $73,815 | $60,022+23.0% | $88,946-17.0% | $84,808-13.0% |
| Participation rate | 69.0% | 57.8%+11.1pp | 68.8%+0.1pp | 68.3%+0.7pp |
| Annual return | 16.08% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,677 | $1,703-1.5% | $2,555-34.4% | $2,631-36.3% |
| Participant deferral / active EE | $2,318 | $3,114-25.5% | $4,581-49.4% | $4,212-44.9% |
| Admin fee / account holder | $1,286 | $4,811-73.3% | $8,261-84.4% | $7,344-82.5% |