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 | $56,220 | $60,022-6.3% | $88,946-36.8% | $84,808-33.7% |
| Participation rate | 41.7% | 57.8%-16.2pp | 68.8%-27.2pp | 68.3%-26.6pp |
| Annual return | 14.12% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,668 | $1,703-2.1% | $2,555-34.7% | $2,631-36.6% |
| Participant deferral / active EE | $2,974 | $3,114-4.5% | $4,581-35.1% | $4,212-29.4% |
| Admin fee / account holder | $4,424 | $4,811-8.0% | $8,261-46.4% | $7,344-39.8% |