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 | $70,301 | $59,097+19.0% | $82,389-14.7% | $74,304-5.4% |
| Participation rate | 15.3% | 52.8%-37.5pp | 69.5%-54.3pp | 60.3%-45.1pp |
| Annual return | 15.44% | 22.85%-7.4pp | 28.67%-13.2pp | 29.43%-14.0pp |
| Employer contribution / active EE | $598 | $1,601-62.7% | $2,517-76.3% | $2,241-73.3% |
| Participant deferral / active EE | $1,493 | $2,775-46.2% | $4,155-64.1% | $3,767-60.4% |
| Admin fee / account holder | $1,428 | $4,489-68.2% | $7,231-80.2% | $2,969-51.9% |