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 | $69,840 | $83,477-16.3% | $125,175-44.2% | $72,985-4.3% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.6pp | 69.5%-12.3pp |
| Annual return | 23.63% | 25.78%-2.2pp | 43.79%-20.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,329 | $2,345-43.3% | $3,865-65.6% | $2,440-45.5% |
| Participant deferral / active EE | $3,668 | $3,585+2.3% | $4,937-25.7% | $3,607+1.7% |
| Admin fee / account holder | $2,769 | $5,517-49.8% | $9,702-71.5% | $5,124-46.0% |