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 | $70,825 | $73,933-4.2% | $96,683-26.7% | $75,163-5.8% |
| Participation rate | 66.2% | 66.4%-0.3pp | 74.3%-8.2pp | 67.2%-1.0pp |
| Annual return | 15.58% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,986 | $2,928-32.2% | $3,737-46.9% | $2,670-25.6% |
| Participant deferral / active EE | $3,207 | $3,659-12.3% | $4,878-34.3% | $4,125-22.2% |
| Admin fee / account holder | $4,334 | $5,216-16.9% | $6,730-35.6% | $5,651-23.3% |