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 9-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 | $75,756 | $73,933+2.5% | $96,683-21.6% | $75,163+0.8% |
| Participation rate | 48.3% | 66.4%-18.1pp | 74.3%-26.1pp | 67.2%-18.9pp |
| Annual return | 13.20% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,400 | $2,928-52.2% | $3,737-62.5% | $2,670-47.6% |
| Participant deferral / active EE | $3,206 | $3,659-12.4% | $4,878-34.3% | $4,125-22.3% |
| Admin fee / account holder | $2,862 | $5,216-45.1% | $6,730-57.5% | $5,651-49.4% |