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 | $61,020 | $76,050-19.8% | $96,544-36.8% | $71,457-14.6% |
| Participation rate | 40.7% | 74.4%-33.7pp | 76.0%-35.2pp | 67.9%-27.2pp |
| Annual return | 16.63% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,243 | $2,244-44.6% | $2,965-58.1% | $2,588-52.0% |
| Participant deferral / active EE | $2,909 | $4,215-31.0% | $4,851-40.0% | $4,289-32.2% |
| Admin fee / account holder | $3,214 | $2,707+18.7% | $8,252-61.1% | $1,587+102.5% |