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 | $65,141 | $86,929-25.1% | $102,423-36.4% | $80,856-19.4% |
| Participation rate | 63.8% | 72.4%-8.5pp | 76.5%-12.7pp | 67.6%-3.8pp |
| Annual return | 12.22% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,015 | $2,369-15.0% | $3,023-33.4% | $2,755-26.9% |
| Participant deferral / active EE | $3,194 | $4,118-22.5% | $5,053-36.8% | $4,296-25.7% |
| Admin fee / account holder | $6,034 | $8,049-25.0% | $9,451-36.2% | $6,918-12.8% |