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 | $73,682 | $101,724-27.6% | $164,813-55.3% | $80,856-8.9% |
| Participation rate | 62.3% | 71.8%-9.6pp | 78.6%-16.3pp | 67.6%-5.4pp |
| Annual return | 16.58% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,128 | $2,953-61.8% | $4,341-74.0% | $2,755-59.1% |
| Participant deferral / active EE | $2,720 | $4,477-39.3% | $6,031-54.9% | $4,296-36.7% |
| Admin fee / account holder | $1,999 | $8,227-75.7% | $12,690-84.3% | $6,918-71.1% |