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 | $79,323 | $65,365+21.4% | $92,893-14.6% | $72,985+8.7% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 17.01% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $686 | $2,594-73.6% | $3,653-81.2% | $2,440-71.9% |
| Participant deferral / active EE | $2,855 | $3,128-8.7% | $4,236-32.6% | $3,607-20.9% |
| Admin fee / account holder | $1,397 | $4,251-67.1% | $5,794-75.9% | $5,124-72.7% |