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 | $75,374 | $86,929-13.3% | $102,423-26.4% | $80,856-6.8% |
| Participation rate | 37.0% | 72.4%-35.4pp | 76.5%-39.5pp | 67.6%-30.7pp |
| Annual return | 13.94% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,915 | $2,369+23.0% | $3,023-3.6% | $2,755+5.8% |
| Participant deferral / active EE | $6,701 | $4,118+62.7% | $5,053+32.6% | $4,296+56.0% |
| Admin fee / account holder | $7,701 | $8,049-4.3% | $9,451-18.5% | $6,918+11.3% |