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 | $79,833 | $73,933+8.0% | $96,683-17.4% | $75,163+6.2% |
| Participation rate | 51.6% | 66.4%-14.8pp | 74.3%-22.7pp | 67.2%-15.6pp |
| Annual return | 15.11% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,365 | $2,928-53.4% | $3,737-63.5% | $2,670-48.9% |
| Participant deferral / active EE | $2,518 | $3,659-31.2% | $4,878-48.4% | $4,125-39.0% |
| Admin fee / account holder | $1,230 | $5,216-76.4% | $6,730-81.7% | $5,651-78.2% |