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 6-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 | $75,339 | $95,803-21.4% | $113,168-33.4% | $84,808-11.2% |
| Participation rate | 66.0% | 72.9%-6.9pp | 76.6%-10.6pp | 68.3%-2.3pp |
| Annual return | 18.86% | 25.00%-6.1pp | 24.27%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,433 | $2,360+3.1% | $2,975-18.2% | $2,631-7.5% |
| Participant deferral / active EE | $3,650 | $4,242-14.0% | $5,107-28.5% | $4,212-13.3% |
| Admin fee / account holder | $471 | $8,989-94.8% | $12,068-96.1% | $7,344-93.6% |