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 | $58,270 | $99,341-41.3% | $84,750-31.2% | $273,961-78.7% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 5.73% | 22.93%-17.2pp | 22.78%-17.1pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,068 | $4,214-50.9% | $3,574-42.1% | $4,869-57.5% |
| Participant deferral / active EE | $4,172 | $4,269-2.3% | $3,712+12.4% | $5,287-21.1% |
| Admin fee / account holder | $951 | $6,644-85.7% | $5,332-82.2% | $10,132-90.6% |