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 5-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 | $81,417 | $60,022+35.6% | $88,946-8.5% | $84,808-4.0% |
| Participation rate | 12.9% | 57.8%-44.9pp | 68.8%-55.9pp | 68.3%-55.4pp |
| Annual return | 17.85% | 22.43%-4.6pp | 57.82%-40.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $720 | $1,703-57.7% | $2,555-71.8% | $2,631-72.6% |
| Participant deferral / active EE | $1,492 | $3,114-52.1% | $4,581-67.4% | $4,212-64.6% |
| Admin fee / account holder | $3,294 | $4,811-31.5% | $8,261-60.1% | $7,344-55.2% |