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 | $77,543 | $74,927+3.5% | $101,794-23.8% | $84,808-8.6% |
| Participation rate | 52.8% | 61.4%-8.6pp | 69.2%-16.4pp | 68.3%-15.5pp |
| Annual return | 13.42% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $532 | $1,522-65.0% | $2,289-76.7% | $2,631-79.8% |
| Participant deferral / active EE | $1,842 | $3,099-40.6% | $4,084-54.9% | $4,212-56.3% |
| Admin fee / account holder | $2,649 | $6,514-59.3% | $8,777-69.8% | $7,344-63.9% |