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 | $76,309 | $72,492+5.3% | $87,100-12.4% | $72,985+4.6% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 18.68% | 24.46%-5.8pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,618 | $1,894-14.5% | $2,521-35.8% | $2,440-33.7% |
| Participant deferral / active EE | $4,391 | $3,270+34.3% | $4,049+8.5% | $3,607+21.7% |
| Admin fee / account holder | $414 | $5,055-91.8% | $7,497-94.5% | $5,124-91.9% |