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 | $79,140 | $95,803-17.4% | $113,168-30.1% | $84,808-6.7% |
| Participation rate | 34.2% | 72.9%-38.7pp | 76.6%-42.4pp | 68.3%-34.1pp |
| Annual return | 13.53% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $784 | $2,360-66.8% | $2,975-73.6% | $2,631-70.2% |
| Participant deferral / active EE | $2,516 | $4,242-40.7% | $5,107-50.7% | $4,212-40.3% |
| Admin fee / account holder | $10,724 | $8,989+19.3% | $12,068-11.1% | $7,344+46.0% |