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 | $61,790 | $86,929-28.9% | $102,423-39.7% | $80,856-23.6% |
| Participation rate | 67.5% | 72.4%-4.9pp | 76.5%-9.0pp | 67.6%-0.2pp |
| Annual return | 12.40% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,854 | $2,369-21.7% | $3,023-38.7% | $2,755-32.7% |
| Participant deferral / active EE | $2,955 | $4,118-28.2% | $5,053-41.5% | $4,296-31.2% |
| Admin fee / account holder | $2,524 | $8,049-68.6% | $9,451-73.3% | $6,918-63.5% |