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 | $75,063 | $57,016+31.7% | $84,966-11.7% | $80,856-7.2% |
| Participation rate | 28.1% | 56.3%-28.3pp | 67.5%-39.4pp | 67.6%-39.6pp |
| Annual return | 17.01% | 21.66%-4.7pp | 66.38%-49.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $893 | $1,798-50.3% | $2,727-67.2% | $2,755-67.6% |
| Participant deferral / active EE | $2,229 | $3,110-28.3% | $4,519-50.7% | $4,296-48.1% |
| Admin fee / account holder | $1,610 | $4,980-67.7% | $6,149-73.8% | $6,918-76.7% |