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 | $73,556 | $65,561+12.2% | $91,541-19.6% | $74,304-1.0% |
| Participation rate | 35.5% | 56.6%-21.1pp | 69.8%-34.3pp | 60.3%-24.9pp |
| Annual return | 15.16% | 17.68%-2.5pp | 20.50%-5.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $978 | $1,717-43.0% | $2,505-60.9% | $2,241-56.4% |
| Participant deferral / active EE | $2,245 | $2,918-23.1% | $4,008-44.0% | $3,767-40.4% |
| Admin fee / account holder | $4,343 | $3,333+30.3% | $6,956-37.6% | $2,969+46.3% |