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 | $61,583 | $74,927-17.8% | $101,794-39.5% | $84,808-27.4% |
| Participation rate | 44.0% | 61.4%-17.4pp | 69.2%-25.2pp | 68.3%-24.3pp |
| Annual return | 13.17% | 18.70%-5.5pp | 30.53%-17.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,331 | $1,522-12.5% | $2,289-41.8% | $2,631-49.4% |
| Participant deferral / active EE | $2,848 | $3,099-8.1% | $4,084-30.3% | $4,212-32.4% |
| Admin fee / account holder | $3,862 | $6,514-40.7% | $8,777-56.0% | $7,344-47.4% |