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 | $71,111 | $80,968-12.2% | $96,544-26.3% | $75,163-5.4% |
| Participation rate | 65.5% | 71.8%-6.2pp | 76.0%-10.4pp | 67.2%-1.7pp |
| Annual return | 19.15% | 27.06%-7.9pp | 25.84%-6.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $798 | $2,282-65.0% | $2,965-73.1% | $2,670-70.1% |
| Participant deferral / active EE | $2,764 | $3,928-29.6% | $4,851-43.0% | $4,125-33.0% |
| Admin fee / account holder | $1,839 | $6,724-72.7% | $8,252-77.7% | $5,651-67.5% |