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 | $68,497 | $80,673-15.1% | $101,326-32.4% | $84,808-19.2% |
| Participation rate | 62.1% | 77.8%-15.7pp | 81.5%-19.4pp | 68.3%-6.2pp |
| Annual return | 16.84% | 38.95%-22.1pp | 36.82%-20.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $166 | $2,698-93.8% | $3,665-95.5% | $2,631-93.7% |
| Participant deferral / active EE | $10,957 | $6,840+60.2% | $7,994+37.1% | $4,212+160.2% |
| Admin fee / account holder | $1,662 | $12,784-87.0% | $11,185-85.1% | $7,344-77.4% |