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 | $76,969 | $78,672-2.2% | $109,143-29.5% | $85,850-10.3% |
| Participation rate | 51.3% | 68.3%-17.0pp | 75.9%-24.6pp | 69.3%-18.0pp |
| Annual return | 12.11% | 25.09%-13.0pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,950 | $2,735-28.7% | $3,722-47.6% | $2,565-24.0% |
| Participant deferral / active EE | $4,729 | $3,467+36.4% | $4,653+1.6% | $3,952+19.7% |
| Admin fee / account holder | $1,076 | $5,469-80.3% | $6,752-84.1% | $6,260-82.8% |