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 5-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 | $53,455 | $73,933-27.7% | $96,683-44.7% | $75,163-28.9% |
| Participation rate | 48.6% | 66.4%-17.8pp | 74.3%-25.7pp | 67.2%-18.5pp |
| Annual return | 20.80% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,553 | $2,928-47.0% | $3,737-58.4% | $2,670-41.8% |
| Participant deferral / active EE | $3,877 | $3,659+6.0% | $4,878-20.5% | $4,125-6.0% |
| Admin fee / account holder | $4,825 | $5,216-7.5% | $6,730-28.3% | $5,651-14.6% |