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 | $74,819 | $78,422-4.6% | $95,952-22.0% | $79,858-6.3% |
| Participation rate | 52.9% | 73.5%-20.5pp | 77.1%-24.1pp | 69.6%-16.7pp |
| Annual return | 11.43% | 19.37%-7.9pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,716 | $1,945-11.8% | $2,541-32.5% | $2,471-30.6% |
| Participant deferral / active EE | $3,041 | $3,440-11.6% | $4,167-27.0% | $3,740-18.7% |
| Admin fee / account holder | $5,945 | $5,622+5.7% | $6,795-12.5% | $5,306+12.0% |