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 | $93,793 | $66,098+41.9% | $101,794-7.9% | $74,304+26.2% |
| Participation rate | 31.7% | 53.8%-22.0pp | 69.2%-37.5pp | 60.3%-28.6pp |
| Annual return | 17.44% | 19.59%-2.1pp | 30.53%-13.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $825 | $1,082-23.7% | $2,289-64.0% | $2,241-63.2% |
| Participant deferral / active EE | $1,489 | $2,781-46.5% | $4,084-63.5% | $3,767-60.5% |
| Admin fee / account holder | $2,915 | $4,146-29.7% | $8,777-66.8% | $2,969-1.8% |