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 | $77,760 | $78,705-1.2% | $117,854-34.0% | $70,131+10.9% |
| Participation rate | 52.0% | 73.2%-21.2pp | 79.7%-27.7pp | 69.5%-17.5pp |
| Annual return | 17.43% | 23.30%-5.9pp | 335.08%-317.6pp | 73.14%-55.7pp |
| Employer contribution / active EE | $905 | $2,223-59.3% | $3,786-76.1% | $2,342-61.4% |
| Participant deferral / active EE | $3,616 | $3,297+9.7% | $4,482-19.3% | $3,332+8.5% |
| Admin fee / account holder | $566 | $5,065-88.8% | $8,020-92.9% | $4,645-87.8% |