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 | $73,407 | $74,927-2.0% | $101,794-27.9% | $84,808-13.4% |
| Participation rate | 48.4% | 61.4%-13.0pp | 69.2%-20.7pp | 68.3%-19.9pp |
| Annual return | 14.88% | 18.70%-3.8pp | 30.53%-15.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $678 | $1,522-55.4% | $2,289-70.4% | $2,631-74.2% |
| Participant deferral / active EE | $4,282 | $3,099+38.2% | $4,084+4.8% | $4,212+1.7% |
| Admin fee / account holder | $8,768 | $6,514+34.6% | $8,777-0.1% | $7,344+19.4% |