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 7-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 | $74,809 | $81,460-8.2% | $103,333-27.6% | $80,856-7.5% |
| Participation rate | 59.5% | 66.8%-7.4pp | 74.5%-15.0pp | 67.6%-8.2pp |
| Annual return | 11.56% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,430 | $3,105-53.9% | $3,868-63.0% | $2,755-48.1% |
| Participant deferral / active EE | $2,641 | $3,869-31.7% | $5,057-47.8% | $4,296-38.5% |
| Admin fee / account holder | $2,644 | $6,566-59.7% | $8,355-68.4% | $6,918-61.8% |