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 | $81,776 | $80,673+1.4% | $101,326-19.3% | $84,808-3.6% |
| Participation rate | 61.8% | 77.8%-16.0pp | 81.5%-19.7pp | 68.3%-6.5pp |
| Annual return | 15.55% | 38.95%-23.4pp | 36.82%-21.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $781 | $2,698-71.0% | $3,665-78.7% | $2,631-70.3% |
| Participant deferral / active EE | $4,989 | $6,840-27.1% | $7,994-37.6% | $4,212+18.5% |
| Admin fee / account holder | $1,798 | $12,784-85.9% | $11,185-83.9% | $7,344-75.5% |