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 | $60,723 | $54,762+10.9% | $90,281-32.7% | $72,985-16.8% |
| Participation rate | 57.6% | 65.1%-7.5pp | 73.3%-15.6pp | 69.5%-11.9pp |
| Annual return | 23.43% | 30.63%-7.2pp | 78.10%-54.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,242 | $2,092-40.7% | $2,854-56.5% | $2,440-49.1% |
| Participant deferral / active EE | $2,745 | $2,887-4.9% | $3,885-29.4% | $3,607-23.9% |
| Admin fee / account holder | $3,821 | $3,972-3.8% | $5,351-28.6% | $5,124-25.4% |