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 | $68,675 | $80,717-14.9% | $154,803-55.6% | $84,808-19.0% |
| Participation rate | 61.8% | 66.8%-5.0pp | 78.1%-16.2pp | 68.3%-6.5pp |
| Annual return | 14.32% | 37.96%-23.6pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,907 | $2,761-30.9% | $4,305-55.7% | $2,631-27.5% |
| Participant deferral / active EE | $3,050 | $3,303-7.7% | $5,540-45.0% | $4,212-27.6% |
| Admin fee / account holder | $2,251 | $6,746-66.6% | $14,329-84.3% | $7,344-69.3% |