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 | $70,915 | $67,411+5.2% | $91,001-22.1% | $70,131+1.1% |
| Participation rate | 65.7% | 71.4%-5.7pp | 75.6%-9.9pp | 69.5%-3.8pp |
| Annual return | 20.45% | -40.16%+60.6pp | 4.60%+15.9pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,444 | $1,786-19.1% | $2,456-41.2% | $2,342-38.4% |
| Participant deferral / active EE | $4,953 | $2,823+75.5% | $3,547+39.6% | $3,332+48.7% |
| Admin fee / account holder | $4,879 | $4,236+15.2% | $5,417-9.9% | $4,645+5.0% |