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 | $76,010 | $78,422-3.1% | $95,952-20.8% | $79,858-4.8% |
| Participation rate | 64.6% | 73.5%-8.9pp | 77.1%-12.5pp | 69.6%-5.0pp |
| Annual return | 13.56% | 19.37%-5.8pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $942 | $1,945-51.6% | $2,541-62.9% | $2,471-61.9% |
| Participant deferral / active EE | $3,042 | $3,440-11.6% | $4,167-27.0% | $3,740-18.7% |
| Admin fee / account holder | $2,797 | $5,622-50.2% | $6,795-58.8% | $5,306-47.3% |