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 | $72,091 | $53,777+34.1% | $134,143-46.3% | $79,858-9.7% |
| Participation rate | 54.8% | 58.8%-3.9pp | 72.2%-17.3pp | 69.6%-14.8pp |
| Annual return | 13.94% | 19.01%-5.1pp | 36.33%-22.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $735 | $1,321-44.4% | $3,704-80.2% | $2,471-70.3% |
| Participant deferral / active EE | $5,263 | $2,420+117.5% | $3,499+50.4% | $3,740+40.7% |
| Admin fee / account holder | $376 | $3,984-90.6% | $6,684-94.4% | $5,306-92.9% |