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 | $74,047 | $76,367-3.0% | $93,606-20.9% | $72,985+1.5% |
| Participation rate | 37.0% | 71.7%-34.7pp | 75.8%-38.8pp | 69.5%-32.4pp |
| Annual return | 24.45% | 25.82%-1.4pp | 32.76%-8.3pp | 81.00%-56.6pp |
| Employer contribution / active EE | $598 | $2,275-73.7% | $2,718-78.0% | $2,440-75.5% |
| Participant deferral / active EE | $1,693 | $3,538-52.2% | $4,069-58.4% | $3,607-53.1% |
| Admin fee / account holder | $5,759 | $6,838-15.8% | $7,888-27.0% | $5,124+12.4% |