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 | $84,353 | $109,413-22.9% | $156,263-46.0% | $84,808-0.5% |
| Participation rate | 63.2% | 72.7%-9.5pp | 78.9%-15.7pp | 68.3%-5.2pp |
| Annual return | 15.54% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $990 | $2,907-65.9% | $4,333-77.1% | $2,631-62.4% |
| Participant deferral / active EE | $3,791 | $4,590-17.4% | $6,158-38.4% | $4,212-10.0% |
| Admin fee / account holder | $1,226 | $9,357-86.9% | $14,255-91.4% | $7,344-83.3% |