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 | $49,842 | $60,022-17.0% | $88,946-44.0% | $84,808-41.2% |
| Participation rate | 55.7% | 57.8%-2.1pp | 68.8%-13.1pp | 68.3%-12.6pp |
| Annual return | 20.87% | 22.43%-1.6pp | 57.82%-37.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,766 | $1,703+3.7% | $2,555-30.9% | $2,631-32.9% |
| Participant deferral / active EE | $3,103 | $3,114-0.3% | $4,581-32.3% | $4,212-26.3% |
| Admin fee / account holder | $7,666 | $4,811+59.3% | $8,261-7.2% | $7,344+4.4% |