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 | $78,021 | $73,933+5.5% | $96,683-19.3% | $75,163+3.8% |
| Participation rate | 44.8% | 66.4%-21.6pp | 74.3%-29.5pp | 67.2%-22.4pp |
| Annual return | 16.51% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,838 | $2,928-37.2% | $3,737-50.8% | $2,670-31.1% |
| Participant deferral / active EE | $4,862 | $3,659+32.9% | $4,878-0.3% | $4,125+17.9% |
| Admin fee / account holder | $5,203 | $5,216-0.3% | $6,730-22.7% | $5,651-7.9% |