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 | $81,331 | $80,717+0.8% | $154,803-47.5% | $84,808-4.1% |
| Participation rate | 54.9% | 66.8%-11.9pp | 78.1%-23.2pp | 68.3%-13.4pp |
| Annual return | 20.85% | 37.96%-17.1pp | 58.88%-38.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $4,215 | $2,761+52.7% | $4,305-2.1% | $2,631+60.2% |
| Participant deferral / active EE | $4,628 | $3,303+40.1% | $5,540-16.5% | $4,212+9.9% |
| Admin fee / account holder | $860 | $6,746-87.3% | $14,329-94.0% | $7,344-88.3% |