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 | $71,735 | $77,503-7.4% | $100,391-28.5% | $80,856-11.3% |
| Participation rate | 64.9% | 76.9%-12.1pp | 81.5%-16.6pp | 67.6%-2.8pp |
| Annual return | 16.83% | 37.20%-20.4pp | 49.20%-32.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,261 | $2,801+16.4% | $3,942-17.3% | $2,755+18.4% |
| Participant deferral / active EE | $4,847 | $6,820-28.9% | $8,082-40.0% | $4,296+12.8% |
| Admin fee / account holder | $725 | $5,897-87.7% | $7,899-90.8% | $6,918-89.5% |