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 | $76,004 | $67,411+12.7% | $91,001-16.5% | $70,131+8.4% |
| Participation rate | 63.6% | 71.4%-7.7pp | 75.6%-12.0pp | 69.5%-5.9pp |
| Annual return | 18.45% | -40.16%+58.6pp | 4.60%+13.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $854 | $1,786-52.2% | $2,456-65.2% | $2,342-63.5% |
| Participant deferral / active EE | $2,461 | $2,823-12.8% | $3,547-30.6% | $3,332-26.1% |
| Admin fee / account holder | $3,434 | $4,236-18.9% | $5,417-36.6% | $4,645-26.1% |