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 | $70,475 | $86,929-18.9% | $102,423-31.2% | $80,856-12.8% |
| Participation rate | 58.4% | 72.4%-13.9pp | 76.5%-18.0pp | 67.6%-9.2pp |
| Annual return | 14.59% | 18.88%-4.3pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,604 | $2,369-32.3% | $3,023-47.0% | $2,755-41.8% |
| Participant deferral / active EE | $4,032 | $4,118-2.1% | $5,053-20.2% | $4,296-6.1% |
| Admin fee / account holder | $5,442 | $8,049-32.4% | $9,451-42.4% | $6,918-21.3% |