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 | $62,923 | $80,717-22.0% | $154,803-59.4% | $84,808-25.8% |
| Participation rate | 54.1% | 66.8%-12.8pp | 78.1%-24.0pp | 68.3%-14.3pp |
| Annual return | 18.46% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,198 | $2,761-20.4% | $4,305-48.9% | $2,631-16.4% |
| Participant deferral / active EE | $5,389 | $3,303+63.1% | $5,540-2.7% | $4,212+28.0% |
| Admin fee / account holder | $792 | $6,746-88.3% | $14,329-94.5% | $7,344-89.2% |