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 | $69,521 | $273,761-74.6% | $107,525-35.3% | - |
| Participation rate | 61.6% | 58.9%+2.8pp | 75.1%-13.5pp | - |
| Annual return | 16.15% | 16.25%-0.1pp | 181.32%-165.2pp | - |
| Employer contribution / active EE | $1,397 | $2,099-33.4% | $3,754-62.8% | - |
| Participant deferral / active EE | $5,014 | $3,884+29.1% | $5,116-2.0% | - |
| Admin fee / account holder | $4,127 | $22,208-81.4% | $8,919-53.7% | - |