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 | $65,271 | $72,277-9.7% | $101,248-35.5% | $79,858-18.3% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 13.71% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $912 | $2,692-66.1% | $3,660-75.1% | $2,471-63.1% |
| Participant deferral / active EE | $3,649 | $3,282+11.2% | $4,370-16.5% | $3,740-2.4% |
| Admin fee / account holder | $694 | $4,400-84.2% | $5,945-88.3% | $5,306-86.9% |