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 | $75,970 | $73,933+2.8% | $96,683-21.4% | $75,163+1.1% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 16.49% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $808 | $2,928-72.4% | $3,737-78.4% | $2,670-69.7% |
| Participant deferral / active EE | $2,804 | $3,659-23.4% | $4,878-42.5% | $4,125-32.0% |
| Admin fee / account holder | $7,237 | $5,216+38.7% | $6,730+7.5% | $5,651+28.1% |