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 | $66,382 | $76,367-13.1% | $93,606-29.1% | $72,985-9.0% |
| Participation rate | 56.8% | 71.7%-15.0pp | 75.8%-19.1pp | 69.5%-12.7pp |
| Annual return | 23.67% | 25.82%-2.1pp | 32.76%-9.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $993 | $2,275-56.3% | $2,718-63.5% | $2,440-59.3% |
| Participant deferral / active EE | $4,966 | $3,538+40.4% | $4,069+22.1% | $3,607+37.7% |
| Admin fee / account holder | $7,983 | $6,838+16.7% | $7,888+1.2% | $5,124+55.8% |