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 | $72,421 | $86,332-16.1% | $125,175-42.1% | $65,185+11.1% |
| Participation rate | 60.5% | 75.3%-14.8pp | 79.8%-19.3pp | 70.2%-9.7pp |
| Annual return | 20.70% | 27.43%-6.7pp | 43.79%-23.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,567 | $3,537+0.8% | $4,937-27.7% | $3,514+1.5% |
| Admin fee / account holder | $375 | $609-38.4% | $9,702-96.1% | $847-55.7% |