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 | $73,296 | $77,660-5.6% | $109,143-32.8% | $79,386-7.7% |
| Participation rate | 49.1% | 67.8%-18.7pp | 75.9%-26.8pp | 70.7%-21.6pp |
| Annual return | 17.83% | 23.44%-5.6pp | 25.75%-7.9pp | 116.85%-99.0pp |
| Employer contribution / active EE | $812 | $2,797-71.0% | $3,722-78.2% | $2,427-66.6% |
| Participant deferral / active EE | $6,822 | $3,518+93.9% | $4,653+46.6% | $4,046+68.6% |
| Admin fee / account holder | $23,651 | $732+3130.2% | $6,752+250.3% | $626+3675.5% |