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 | $118,295 | $80,717+46.6% | $154,803-23.6% | $84,808+39.5% |
| Participation rate | 25.0% | 66.8%-41.8pp | 78.1%-53.1pp | 68.3%-43.3pp |
| Annual return | 13.60% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $904 | $2,761-67.3% | $4,305-79.0% | $2,631-65.6% |
| Participant deferral / active EE | $2,918 | $3,303-11.7% | $5,540-47.3% | $4,212-30.7% |
| Admin fee / account holder | $5,989 | $6,746-11.2% | $14,329-58.2% | $7,344-18.5% |