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 | $67,364 | $74,927-10.1% | $101,794-33.8% | $84,808-20.6% |
| Participation rate | 51.4% | 61.4%-10.0pp | 69.2%-17.8pp | 68.3%-16.9pp |
| Annual return | 14.07% | 18.70%-4.6pp | 30.53%-16.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,117 | $1,522-26.6% | $2,289-51.2% | $2,631-57.6% |
| Participant deferral / active EE | $1,640 | $3,099-47.1% | $4,084-59.8% | $4,212-61.1% |
| Admin fee / account holder | $1,208 | $6,514-81.5% | $8,777-86.2% | $7,344-83.5% |