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 | $69,829 | $85,022-17.9% | $70,515-1.0% | $139,434-49.9% |
| Participation rate | 54.5% | 73.9%-19.4pp | 68.3%-13.8pp | 80.3%-25.8pp |
| Annual return | 14.61% | 30.38%-15.8pp | 32.77%-18.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $763 | $3,909-80.5% | $2,973-74.3% | $4,751-83.9% |
| Participant deferral / active EE | $1,389 | $5,890-76.4% | $4,567-69.6% | $6,710-79.3% |
| Admin fee / account holder | $2,259 | $8,906-74.6% | $6,412-64.8% | $11,403-80.2% |