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 | $64,232 | $67,606-5.0% | $82,313-22.0% | $70,131-8.4% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.3pp |
| Annual return | 12.55% | 21.57%-9.0pp | 25.88%-13.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $494 | $1,755-71.8% | $2,428-79.6% | $2,342-78.9% |
| Participant deferral / active EE | $2,137 | $2,987-28.4% | $3,706-42.3% | $3,332-35.8% |
| Admin fee / account holder | $1,029 | $4,512-77.2% | $5,608-81.6% | $4,645-77.8% |