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 | $70,921 | $81,248-12.7% | $155,509-54.4% | $80,856-12.3% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 13.18% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $703 | $3,100-77.3% | $4,672-85.0% | $2,755-74.5% |
| Participant deferral / active EE | $3,148 | $3,452-8.8% | $5,626-44.1% | $4,296-26.7% |
| Admin fee / account holder | $573 | $7,997-92.8% | $15,912-96.4% | $6,918-91.7% |