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 | $72,858 | $54,541+33.6% | $78,778-7.5% | $70,131+3.9% |
| Participation rate | 48.2% | 60.8%-12.6pp | 69.2%-21.0pp | 69.5%-21.3pp |
| Annual return | 18.01% | 21.07%-3.1pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,166 | $1,089+7.1% | $1,986-41.3% | $2,342-50.2% |
| Participant deferral / active EE | $2,823 | $2,210+27.7% | $2,958-4.6% | $3,332-15.3% |
| Admin fee / account holder | $1,760 | $3,709-52.6% | $5,134-65.7% | $4,645-62.1% |