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 | $83,088 | $90,503-8.2% | $78,689+5.6% | $273,961-69.7% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | 6.61% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $796 | $3,176-74.9% | $2,851-72.1% | $4,869-83.7% |
| Participant deferral / active EE | $3,011 | $3,901-22.8% | $3,517-14.4% | $5,287-43.1% |
| Admin fee / account holder | $10,070 | $5,263+91.3% | $4,510+123.3% | $10,132-0.6% |