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 | $51,544 | $78,926-34.7% | $136,749-62.3% | $84,808-39.2% |
| Participation rate | 58.0% | 62.2%-4.2pp | 72.1%-14.2pp | 68.3%-10.4pp |
| Annual return | 16.80% | 18.17%-1.4pp | 24.33%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,355 | $2,134+10.4% | $3,400-30.7% | $2,631-10.5% |
| Participant deferral / active EE | $3,596 | $3,168+13.5% | $4,692-23.3% | $4,212-14.6% |
| Admin fee / account holder | $9,011 | $6,369+41.5% | $11,386-20.9% | $7,344+22.7% |