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 | $62,394 | $78,672-20.7% | $109,143-42.8% | $85,850-27.3% |
| Participation rate | 64.7% | 68.3%-3.6pp | 75.9%-11.2pp | 69.3%-4.6pp |
| Annual return | 17.09% | 25.09%-8.0pp | 25.75%-8.7pp | 318.53%-301.4pp |
| Employer contribution / active EE | $977 | $2,735-64.3% | $3,722-73.8% | $2,565-61.9% |
| Participant deferral / active EE | $1,980 | $3,467-42.9% | $4,653-57.4% | $3,952-49.9% |
| Admin fee / account holder | $6,448 | $5,469+17.9% | $6,752-4.5% | $6,260+3.0% |