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 | $78,886 | $80,968-2.6% | $96,544-18.3% | $75,163+5.0% |
| Participation rate | 37.3% | 71.8%-34.5pp | 76.0%-38.7pp | 67.2%-29.9pp |
| Annual return | 19.97% | 27.06%-7.1pp | 25.84%-5.9pp | 160.62%-140.6pp |
| Employer contribution / active EE | $907 | $2,282-60.3% | $2,965-69.4% | $2,670-66.0% |
| Participant deferral / active EE | $2,560 | $3,928-34.8% | $4,851-47.2% | $4,125-37.9% |
| Admin fee / account holder | $1,523 | $6,724-77.3% | $8,252-81.5% | $5,651-73.0% |