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 | $70,589 | $76,552-7.8% | $123,892-43.0% | $62,891+12.2% |
| Participation rate | 68.8% | 73.0%-4.2pp | 81.4%-12.7pp | 69.3%-0.6pp |
| Annual return | 8.61% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $841 | $2,883-70.8% | $4,617-81.8% | $2,281-63.1% |
| Participant deferral / active EE | $4,704 | $4,840-2.8% | $5,984-21.4% | $3,203+46.9% |
| Admin fee / account holder | $3,479 | $4,826-27.9% | $8,357-58.4% | $4,296-19.0% |