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 | $70,401 | $72,277-2.6% | $101,248-30.5% | $79,858-11.8% |
| Participation rate | 62.0% | 68.5%-6.5pp | 75.8%-13.8pp | 69.6%-7.6pp |
| Annual return | 11.58% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,260 | $2,692-53.2% | $3,660-65.6% | $2,471-49.0% |
| Participant deferral / active EE | $3,097 | $3,282-5.6% | $4,370-29.1% | $3,740-17.2% |
| Admin fee / account holder | $2,250 | $4,400-48.9% | $5,945-62.1% | $5,306-57.6% |