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 | $63,901 | $65,561-2.5% | $91,541-30.2% | $74,304-14.0% |
| Participation rate | 43.1% | 56.6%-13.5pp | 69.8%-26.7pp | 60.3%-17.3pp |
| Annual return | 15.21% | 17.68%-2.5pp | 20.50%-5.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,004 | $1,717-41.5% | $2,505-59.9% | $2,241-55.2% |
| Participant deferral / active EE | $2,870 | $2,918-1.7% | $4,008-28.4% | $3,767-23.8% |
| Admin fee / account holder | $1,204 | $3,333-63.9% | $6,956-82.7% | $2,969-59.4% |