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 | $87,352 | $60,349+44.7% | $74,183+17.8% | $62,891+38.9% |
| Participation rate | 32.1% | 72.7%-40.7pp | 76.6%-44.5pp | 69.3%-37.2pp |
| Annual return | 6.37% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $567 | $1,680-66.2% | $2,370-76.1% | $2,281-75.1% |
| Participant deferral / active EE | $1,634 | $2,856-42.8% | $3,550-54.0% | $3,203-49.0% |
| Admin fee / account holder | $1,178 | $4,261-72.3% | $5,586-78.9% | $4,296-72.6% |