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 | $81,487 | $76,367+6.7% | $93,606-12.9% | $72,985+11.6% |
| Participation rate | 57.3% | 71.7%-14.4pp | 75.8%-18.5pp | 69.5%-12.2pp |
| Annual return | 22.51% | 25.82%-3.3pp | 32.76%-10.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $602 | $2,275-73.5% | $2,718-77.8% | $2,440-75.3% |
| Participant deferral / active EE | $2,179 | $3,538-38.4% | $4,069-46.4% | $3,607-39.6% |
| Admin fee / account holder | $12,971 | $6,838+89.7% | $7,888+64.4% | $5,124+153.1% |