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 | $79,892 | $68,719+16.3% | $91,541-12.7% | $84,808-5.8% |
| Participation rate | 45.7% | 64.5%-18.8pp | 69.8%-24.1pp | 68.3%-22.6pp |
| Annual return | 13.23% | 19.12%-5.9pp | 20.50%-7.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $834 | $1,920-56.5% | $2,505-66.7% | $2,631-68.3% |
| Participant deferral / active EE | $1,715 | $3,136-45.3% | $4,008-57.2% | $4,212-59.3% |
| Admin fee / account holder | $6,640 | $5,786+14.8% | $6,956-4.5% | $7,344-9.6% |