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 | $89,725 | $72,492+23.8% | $87,100+3.0% | $72,985+22.9% |
| Participation rate | 57.8% | 72.8%-15.0pp | 76.9%-19.1pp | 69.5%-11.7pp |
| Annual return | 22.80% | 24.46%-1.7pp | 28.19%-5.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $473 | $1,894-75.0% | $2,521-81.2% | $2,440-80.6% |
| Participant deferral / active EE | $5,369 | $3,270+64.2% | $4,049+32.6% | $3,607+48.8% |
| Admin fee / account holder | $1,560 | $5,055-69.1% | $7,497-79.2% | $5,124-69.5% |