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 | $68,465 | $68,719-0.4% | $91,541-25.2% | $84,808-19.3% |
| Participation rate | 59.5% | 64.5%-5.0pp | 69.8%-10.3pp | 68.3%-8.9pp |
| Annual return | 20.09% | 19.12%+1.0pp | 20.50%-0.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $721 | $1,920-62.5% | $2,505-71.2% | $2,631-72.6% |
| Participant deferral / active EE | $1,876 | $3,136-40.2% | $4,008-53.2% | $4,212-55.4% |
| Admin fee / account holder | $3,336 | $5,786-42.4% | $6,956-52.0% | $7,344-54.6% |