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 | $69,027 | $58,512+18.0% | $84,015-17.8% | $72,985-5.4% |
| Participation rate | 59.1% | 61.2%-2.1pp | 69.0%-9.9pp | 69.5%-10.3pp |
| Annual return | 22.09% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $757 | $1,163-34.9% | $1,983-61.9% | $2,440-69.0% |
| Participant deferral / active EE | $4,040 | $2,394+68.8% | $3,239+24.7% | $3,607+12.0% |
| Admin fee / account holder | $4,800 | $4,569+5.1% | $6,101-21.3% | $5,124-6.3% |