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 | $72,815 | $81,248-10.4% | $155,509-53.2% | $80,856-9.9% |
| Participation rate | 64.9% | 66.2%-1.3pp | 78.2%-13.3pp | 67.6%-2.7pp |
| Annual return | 13.11% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,737 | $3,100-44.0% | $4,672-62.8% | $2,755-37.0% |
| Participant deferral / active EE | $2,958 | $3,452-14.3% | $5,626-47.4% | $4,296-31.1% |
| Admin fee / account holder | $3,020 | $7,997-62.2% | $15,912-81.0% | $6,918-56.3% |