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 | $72,111 | $80,717-10.7% | $154,803-53.4% | $84,808-15.0% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.1pp | 68.3%-5.3pp |
| Annual return | 23.36% | 37.96%-14.6pp | 58.88%-35.5pp | 40.90%-17.5pp |
| Employer contribution / active EE | $729 | $2,761-73.6% | $4,305-83.1% | $2,631-72.3% |
| Participant deferral / active EE | $2,370 | $3,303-28.2% | $5,540-57.2% | $4,212-43.7% |
| Admin fee / account holder | $2,510 | $6,746-62.8% | $14,329-82.5% | $7,344-65.8% |