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 | $79,089 | $60,892+29.9% | $82,389-4.0% | $84,808-6.7% |
| Participation rate | 56.3% | 63.3%-7.0pp | 69.5%-13.3pp | 68.3%-12.1pp |
| Annual return | 14.85% | 37.29%-22.4pp | 28.67%-13.8pp | 40.90%-26.0pp |
| Employer contribution / active EE | $467 | $1,779-73.7% | $2,517-81.4% | $2,631-82.2% |
| Participant deferral / active EE | $4,716 | $3,179+48.4% | $4,155+13.5% | $4,212+12.0% |
| Admin fee / account holder | $6,660 | $5,467+21.8% | $7,231-7.9% | $7,344-9.3% |