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 | $71,222 | $69,362+2.7% | $101,248-29.7% | $73,488-3.1% |
| Participation rate | 32.0% | 68.4%-36.3pp | 75.8%-43.8pp | 70.7%-38.6pp |
| Annual return | 18.43% | 18.46%0pp | 46.47%-28.0pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,037 | $2,628-60.5% | $3,660-71.7% | $2,270-54.3% |
| Participant deferral / active EE | $2,060 | $3,300-37.6% | $4,370-52.9% | $3,740-44.9% |
| Admin fee / account holder | $4,451 | $704+532.7% | $5,945-25.1% | $513+767.6% |