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 | $51,208 | $63,764-19.7% | $81,930-37.5% | $79,858-35.9% |
| Participation rate | 65.7% | 67.5%-1.8pp | 72.0%-6.3pp | 69.6%-4.0pp |
| Annual return | 21.64% | 22.66%-1.0pp | 29.49%-7.9pp | 31.71%-10.1pp |
| Employer contribution / active EE | $763 | $1,795-57.5% | $4,310-82.3% | $2,471-69.1% |
| Participant deferral / active EE | $5,368 | $2,780+93.0% | $7,107-24.5% | $3,740+43.5% |
| Admin fee / account holder | $4,272 | $4,426-3.5% | $5,158-17.2% | $5,306-19.5% |