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 | $64,794 | $73,933-12.4% | $96,683-33.0% | $75,163-13.8% |
| Participation rate | 65.6% | 66.4%-0.8pp | 74.3%-8.8pp | 67.2%-1.6pp |
| Annual return | 17.29% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $981 | $2,928-66.5% | $3,737-73.7% | $2,670-63.2% |
| Participant deferral / active EE | $3,437 | $3,659-6.1% | $4,878-29.5% | $4,125-16.7% |
| Admin fee / account holder | $825 | $5,216-84.2% | $6,730-87.7% | $5,651-85.4% |