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 | $78,386 | $52,580+49.1% | $71,671+9.4% | $70,131+11.8% |
| Participation rate | 51.7% | 60.9%-9.2pp | 68.7%-17.1pp | 69.5%-17.9pp |
| Annual return | 18.17% | 20.25%-2.1pp | 20.65%-2.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,560 | $1,616-3.4% | $2,460-36.6% | $2,342-33.4% |
| Participant deferral / active EE | $2,619 | $2,386+9.8% | $3,438-23.8% | $3,332-21.4% |
| Admin fee / account holder | $7,063 | $3,653+93.4% | $5,558+27.1% | $4,645+52.0% |