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 | $81,655 | $64,480+26.6% | $81,382+0.3% | $80,856+1.0% |
| Participation rate | 43.4% | 63.9%-20.5pp | 69.5%-26.1pp | 67.6%-24.2pp |
| Annual return | 14.38% | 16.34%-2.0pp | 24.73%-10.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $670 | $1,978-66.1% | $2,463-72.8% | $2,755-75.7% |
| Participant deferral / active EE | $2,818 | $3,094-8.9% | $3,883-27.4% | $4,296-34.4% |
| Admin fee / account holder | $1,419 | $5,671-75.0% | $5,768-75.4% | $6,918-79.5% |