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 | $58,683 | $86,929-32.5% | $102,423-42.7% | $80,856-27.4% |
| Participation rate | 68.5% | 72.4%-3.9pp | 76.5%-8.0pp | 67.6%+0.9pp |
| Annual return | 13.43% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,514 | $2,369-36.1% | $3,023-49.9% | $2,755-45.1% |
| Participant deferral / active EE | $4,203 | $4,118+2.0% | $5,053-16.8% | $4,296-2.2% |
| Admin fee / account holder | $3,811 | $8,049-52.7% | $9,451-59.7% | $6,918-44.9% |