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 | $68,591 | $74,927-8.5% | $101,794-32.6% | $84,808-19.1% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.2%-1.5pp | 68.3%-0.7pp |
| Annual return | 14.47% | 18.70%-4.2pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $558 | $1,522-63.3% | $2,289-75.6% | $2,631-78.8% |
| Participant deferral / active EE | $3,885 | $3,099+25.4% | $4,084-4.9% | $4,212-7.7% |
| Admin fee / account holder | $9,943 | $6,514+52.6% | $8,777+13.3% | $7,344+35.4% |