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 | $54,779 | $59,101-7.3% | $77,163-29.0% | $75,163-27.1% |
| Participation rate | 57.1% | 63.9%-6.7pp | 69.6%-12.4pp | 67.2%-10.0pp |
| Annual return | 19.87% | 26.71%-6.8pp | 37.87%-18.0pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,022 | $1,995+1.3% | $2,535-20.2% | $2,670-24.3% |
| Participant deferral / active EE | $3,671 | $2,999+22.4% | $3,833-4.2% | $4,125-11.0% |
| Admin fee / account holder | $1,584 | $4,774-66.8% | $5,472-71.1% | $5,651-72.0% |