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 | $68,418 | $52,580+30.1% | $71,671-4.5% | $70,131-2.4% |
| Participation rate | 58.7% | 60.9%-2.1pp | 68.7%-10.0pp | 69.5%-10.8pp |
| Annual return | 13.94% | 20.25%-6.3pp | 20.65%-6.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,093 | $1,616-32.4% | $2,460-55.6% | $2,342-53.3% |
| Participant deferral / active EE | $2,620 | $2,386+9.8% | $3,438-23.8% | $3,332-21.4% |
| Admin fee / account holder | $1,828 | $3,653-50.0% | $5,558-67.1% | $4,645-60.7% |