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 7-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 | $71,258 | $86,929-18.0% | $102,423-30.4% | $80,856-11.9% |
| Participation rate | 35.3% | 72.4%-37.1pp | 76.5%-41.2pp | 67.6%-32.3pp |
| Annual return | 15.41% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $982 | $2,369-58.5% | $3,023-67.5% | $2,755-64.3% |
| Participant deferral / active EE | $2,093 | $4,118-49.2% | $5,053-58.6% | $4,296-51.3% |
| Admin fee / account holder | $639 | $8,049-92.1% | $9,451-93.2% | $6,918-90.8% |