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 | $96,818 | $76,367+26.8% | $93,606+3.4% | $72,985+32.7% |
| Participation rate | 44.1% | 71.7%-27.6pp | 75.8%-31.7pp | 69.5%-25.4pp |
| Annual return | 19.37% | 25.82%-6.4pp | 32.76%-13.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $952 | $2,275-58.1% | $2,718-65.0% | $2,440-61.0% |
| Participant deferral / active EE | $3,111 | $3,538-12.1% | $4,069-23.5% | $3,607-13.7% |
| Admin fee / account holder | $4,647 | $6,838-32.0% | $7,888-41.1% | $5,124-9.3% |