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 | $74,826 | $54,541+37.2% | $78,778-5.0% | $70,131+6.7% |
| Participation rate | 34.5% | 60.8%-26.3pp | 69.2%-34.7pp | 69.5%-35.1pp |
| Annual return | 15.97% | 21.07%-5.1pp | 35.62%-19.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $737 | $1,089-32.3% | $1,986-62.9% | $2,342-68.5% |
| Participant deferral / active EE | $1,897 | $2,210-14.2% | $2,958-35.9% | $3,332-43.1% |
| Admin fee / account holder | $4,002 | $3,709+7.9% | $5,134-22.0% | $4,645-13.8% |