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 | $73,903 | $61,660+19.9% | $80,019-7.6% | $64,186+15.1% |
| Participation rate | 54.4% | 71.7%-17.2pp | 75.8%-21.4pp | 69.6%-15.1pp |
| Annual return | 2.91% | -0.33%+3.2pp | 11.22%-8.3pp | 7.63%-4.7pp |
| Employer contribution / active EE | $494 | $1,810-72.7% | $2,468-80.0% | $2,381-79.2% |
| Participant deferral / active EE | $1,941 | $2,968-34.6% | $3,686-47.3% | $3,470-44.1% |
| Admin fee / account holder | $3,171 | $5,417-41.5% | $6,521-51.4% | $4,888-35.1% |