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 | $90,577 | $46,869+93.3% | $122,332-26.0% | $70,131+29.2% |
| Participation rate | 46.9% | 58.2%-11.3pp | 71.6%-24.8pp | 69.5%-22.7pp |
| Annual return | 19.19% | 24.22%-5.0pp | 30.27%-11.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $718 | $1,288-44.3% | $4,050-82.3% | $2,342-69.4% |
| Participant deferral / active EE | $2,086 | $2,166-3.7% | $3,287-36.5% | $3,332-37.4% |
| Admin fee / account holder | $966 | $3,322-70.9% | $5,478-82.4% | $4,645-79.2% |