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 | $76,755 | $78,926-2.7% | $136,749-43.9% | $84,808-9.5% |
| Participation rate | 66.7% | 62.2%+4.5pp | 72.1%-5.5pp | 68.3%-1.6pp |
| Annual return | 14.10% | 18.17%-4.1pp | 24.33%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,101 | $2,134-48.4% | $3,400-67.6% | $2,631-58.1% |
| Participant deferral / active EE | $2,865 | $3,168-9.6% | $4,692-38.9% | $4,212-32.0% |
| Admin fee / account holder | $2,167 | $6,369-66.0% | $11,386-81.0% | $7,344-70.5% |