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 | $73,699 | $86,286-14.6% | $111,297-33.8% | $85,850-14.2% |
| Participation rate | 63.0% | 73.3%-10.4pp | 77.3%-14.3pp | 69.3%-6.4pp |
| Annual return | 13.00% | 19.99%-7.0pp | 54.65%-41.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $706 | $2,043-65.4% | $2,731-74.1% | $2,565-72.5% |
| Participant deferral / active EE | $3,214 | $3,641-11.7% | $4,487-28.4% | $3,952-18.7% |
| Admin fee / account holder | $9,597 | $8,188+17.2% | $7,964+20.5% | $6,260+53.3% |