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 | $82,742 | $54,541+51.7% | $78,778+5.0% | $70,131+18.0% |
| Participation rate | 52.7% | 60.8%-8.1pp | 69.2%-16.5pp | 69.5%-16.8pp |
| Annual return | 15.20% | 21.07%-5.9pp | 35.62%-20.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $987 | $1,089-9.3% | $1,986-50.3% | $2,342-57.8% |
| Participant deferral / active EE | $1,949 | $2,210-11.8% | $2,958-34.1% | $3,332-41.5% |
| Admin fee / account holder | $9,643 | $3,709+160.0% | $5,134+87.8% | $4,645+107.6% |