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 | $75,414 | $59,101+27.6% | $77,163-2.3% | $75,163+0.3% |
| Participation rate | 22.7% | 63.9%-41.2pp | 69.6%-46.9pp | 67.2%-44.5pp |
| Annual return | 14.99% | 26.71%-11.7pp | 37.87%-22.9pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,020 | $1,995-48.9% | $2,535-59.8% | $2,670-61.8% |
| Participant deferral / active EE | $1,703 | $2,999-43.2% | $3,833-55.6% | $4,125-58.7% |
| Admin fee / account holder | $6,072 | $4,774+27.2% | $5,472+11.0% | $5,651+7.4% |