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 | $73,306 | $53,596+36.8% | $90,645-19.1% | $64,186+14.2% |
| Participation rate | 44.4% | 64.5%-20.1pp | 74.0%-29.6pp | 69.6%-25.1pp |
| Annual return | 17.16% | 4.41%+12.7pp | 1.88%+15.3pp | 7.63%+9.5pp |
| Employer contribution / active EE | $1,265 | $1,503-15.8% | $2,532-50.0% | $2,381-46.9% |
| Participant deferral / active EE | $2,650 | $2,459+7.8% | $3,425-22.6% | $3,470-23.6% |
| Admin fee / account holder | $844 | $3,868-78.2% | $4,994-83.1% | $4,888-82.7% |