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 | $53,214 | $54,762-2.8% | $90,281-41.1% | $72,985-27.1% |
| Participation rate | 64.5% | 65.1%-0.6pp | 73.3%-8.8pp | 69.5%-5.0pp |
| Annual return | 23.23% | 30.63%-7.4pp | 78.10%-54.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $695 | $2,092-66.8% | $2,854-75.6% | $2,440-71.5% |
| Participant deferral / active EE | $1,467 | $2,887-49.2% | $3,885-62.2% | $3,607-59.3% |
| Admin fee / account holder | $1,780 | $3,972-55.2% | $5,351-66.7% | $5,124-65.3% |