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 | $66,476 | $72,492-8.3% | $87,100-23.7% | $72,985-8.9% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 22.51% | 24.46%-1.9pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,476 | $3,270-24.3% | $4,049-38.8% | $3,607-31.4% |
| Admin fee / account holder | $3,003 | $5,055-40.6% | $7,497-59.9% | $5,124-41.4% |