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 | $71,189 | $74,927-5.0% | $101,794-30.1% | $84,808-16.1% |
| Participation rate | 41.5% | 61.4%-19.9pp | 69.2%-27.7pp | 68.3%-26.8pp |
| Annual return | 13.30% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $427 | $1,522-71.9% | $2,289-81.3% | $2,631-83.8% |
| Participant deferral / active EE | $2,083 | $3,099-32.8% | $4,084-49.0% | $4,212-50.5% |
| Admin fee / account holder | $2,349 | $6,514-63.9% | $8,777-73.2% | $7,344-68.0% |