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 7-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 | $92,468 | $96,484-4.2% | $156,263-40.8% | $74,304+24.4% |
| Participation rate | 46.0% | 67.7%-21.6pp | 78.9%-32.9pp | 60.3%-14.3pp |
| Annual return | 18.78% | 17.73%+1.0pp | 59.47%-40.7pp | 29.43%-10.7pp |
| Employer contribution / active EE | $833 | $2,528-67.0% | $4,333-80.8% | $2,241-62.8% |
| Participant deferral / active EE | $6,757 | $4,286+57.6% | $6,158+9.7% | $3,767+79.4% |
| Admin fee / account holder | $662 | $3,728-82.2% | $14,255-95.4% | $2,969-77.7% |