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 | $67,129 | $95,803-29.9% | $113,168-40.7% | $84,808-20.8% |
| Participation rate | 67.9% | 72.9%-5.0pp | 76.6%-8.7pp | 68.3%-0.5pp |
| Annual return | 15.77% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,917 | $2,360-18.8% | $2,975-35.6% | $2,631-27.1% |
| Participant deferral / active EE | $3,209 | $4,242-24.3% | $5,107-37.2% | $4,212-23.8% |
| Admin fee / account holder | $849 | $8,989-90.6% | $12,068-93.0% | $7,344-88.4% |