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 | $67,081 | $46,553+44.1% | $64,056+4.7% | $75,163-10.8% |
| Participation rate | 39.1% | 65.9%-26.9pp | 72.3%-33.2pp | 67.2%-28.1pp |
| Annual return | 13.19% | 26.03%-12.8pp | 33.69%-20.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $575 | $1,974-70.9% | $2,747-79.1% | $2,670-78.5% |
| Participant deferral / active EE | $2,329 | $2,837-17.9% | $3,880-40.0% | $4,125-43.5% |
| Admin fee / account holder | $1,143 | $2,952-61.3% | $3,068-62.8% | $5,651-79.8% |