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 | $63,012 | $45,073+39.8% | $69,455-9.3% | $72,985-13.7% |
| Participation rate | 46.9% | 68.5%-21.6pp | 74.6%-27.7pp | 69.5%-22.6pp |
| Annual return | 6.86% | 22.65%-15.8pp | 28.97%-22.1pp | 81.00%-74.1pp |
| Employer contribution / active EE | $627 | $2,054-69.5% | $2,779-77.4% | $2,440-74.3% |
| Participant deferral / active EE | $1,020 | $2,602-60.8% | $3,535-71.1% | $3,607-71.7% |
| Admin fee / account holder | $3,885 | $3,056+27.1% | $3,839+1.2% | $5,124-24.2% |