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 | $81,460 | $80,717+0.9% | $154,803-47.4% | $84,808-3.9% |
| Participation rate | 27.9% | 66.8%-38.9pp | 78.1%-50.2pp | 68.3%-40.4pp |
| Annual return | 16.03% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $591 | $2,761-78.6% | $4,305-86.3% | $2,631-77.5% |
| Participant deferral / active EE | $1,167 | $3,303-64.7% | $5,540-78.9% | $4,212-72.3% |
| Admin fee / account holder | $1,875 | $6,746-72.2% | $14,329-86.9% | $7,344-74.5% |