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 9-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 | $76,405 | $61,660+23.9% | $80,019-4.5% | $64,186+19.0% |
| Participation rate | 65.5% | 71.7%-6.2pp | 75.8%-10.3pp | 69.6%-4.1pp |
| Annual return | 10.54% | -0.33%+10.9pp | 11.22%-0.7pp | 7.63%+2.9pp |
| Employer contribution / active EE | $958 | $1,810-47.1% | $2,468-61.2% | $2,381-59.8% |
| Participant deferral / active EE | $1,941 | $2,968-34.6% | $3,686-47.4% | $3,470-44.1% |
| Admin fee / account holder | $860 | $5,417-84.1% | $6,521-86.8% | $4,888-82.4% |