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 | $73,670 | $49,025+50.3% | $87,507-15.8% | $62,891+17.1% |
| Participation rate | 52.8% | 64.9%-12.0pp | 73.8%-21.0pp | 69.3%-16.5pp |
| Annual return | 5.55% | 10.02%-4.5pp | 12.21%-6.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $454 | $1,372-66.9% | $2,550-82.2% | $2,281-80.1% |
| Participant deferral / active EE | $2,460 | $2,289+7.5% | $3,149-21.9% | $3,203-23.2% |
| Admin fee / account holder | $6,152 | $4,065+51.3% | $4,221+45.8% | $4,296+43.2% |