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 | $72,232 | $74,927-3.6% | $101,794-29.0% | $84,808-14.8% |
| Participation rate | 60.2% | 61.4%-1.2pp | 69.2%-9.0pp | 68.3%-8.1pp |
| Annual return | 14.99% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,059 | $1,522-30.4% | $2,289-53.7% | $2,631-59.8% |
| Participant deferral / active EE | $3,515 | $3,099+13.4% | $4,084-13.9% | $4,212-16.5% |
| Admin fee / account holder | $1,450 | $6,514-77.7% | $8,777-83.5% | $7,344-80.3% |