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 | $59,194 | $60,022-1.4% | $88,946-33.4% | $84,808-30.2% |
| Participation rate | 64.9% | 57.8%+7.0pp | 68.8%-4.0pp | 68.3%-3.4pp |
| Annual return | 15.47% | 22.43%-7.0pp | 57.82%-42.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,794 | $1,703+64.1% | $2,555+9.4% | $2,631+6.2% |
| Participant deferral / active EE | $6,959 | $3,114+123.5% | $4,581+51.9% | $4,212+65.2% |
| Admin fee / account holder | $8,495 | $4,811+76.6% | $8,261+2.8% | $7,344+15.7% |