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 | $71,741 | $66,098+8.5% | $101,794-29.5% | $74,304-3.4% |
| Participation rate | 37.3% | 53.8%-16.5pp | 69.2%-31.9pp | 60.3%-23.1pp |
| Annual return | 13.53% | 19.59%-6.1pp | 30.53%-17.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $679 | $1,082-37.2% | $2,289-70.3% | $2,241-69.7% |
| Participant deferral / active EE | $1,558 | $2,781-44.0% | $4,084-61.9% | $3,767-58.6% |
| Admin fee / account holder | $1,618 | $4,146-61.0% | $8,777-81.6% | $2,969-45.5% |