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 | $69,516 | $48,230+44.1% | $67,502+3.0% | $80,856-14.0% |
| Participation rate | 57.1% | 66.4%-9.2pp | 72.9%-15.7pp | 67.6%-10.5pp |
| Annual return | 13.08% | 18.28%-5.2pp | 3512.12%-3499.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,162 | $2,020-42.5% | $2,731-57.5% | $2,755-57.8% |
| Participant deferral / active EE | $1,792 | $2,924-38.7% | $4,000-55.2% | $4,296-58.3% |
| Admin fee / account holder | $1,050 | $3,681-71.5% | $3,998-73.7% | $6,918-84.8% |