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 | $61,253 | $60,022+2.1% | $88,946-31.1% | $84,808-27.8% |
| Participation rate | 52.1% | 57.8%-5.7pp | 68.8%-16.7pp | 68.3%-16.2pp |
| Annual return | 20.02% | 22.43%-2.4pp | 57.82%-37.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,953 | $1,703+14.7% | $2,555-23.6% | $2,631-25.8% |
| Participant deferral / active EE | $2,933 | $3,114-5.8% | $4,581-36.0% | $4,212-30.4% |
| Admin fee / account holder | $595 | $4,811-87.6% | $8,261-92.8% | $7,344-91.9% |