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 | $66,274 | $68,914-3.8% | $136,749-51.5% | $74,304-10.8% |
| Participation rate | 30.5% | 51.3%-20.9pp | 72.1%-41.7pp | 60.3%-29.9pp |
| Annual return | 15.37% | 16.34%-1.0pp | 24.33%-9.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $885 | $1,561-43.3% | $3,400-74.0% | $2,241-60.5% |
| Participant deferral / active EE | $1,703 | $2,541-33.0% | $4,692-63.7% | $3,767-54.8% |
| Admin fee / account holder | $2,109 | $3,149-33.0% | $11,386-81.5% | $2,969-29.0% |