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 | $80,718 | $71,050+13.6% | $93,606-13.8% | $80,856-0.2% |
| Participation rate | 37.7% | 60.4%-22.7pp | 68.7%-31.0pp | 67.6%-30.0pp |
| Annual return | 14.66% | 11.26%+3.4pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $646 | $1,564-58.7% | $2,420-73.3% | $2,755-76.5% |
| Participant deferral / active EE | $1,239 | $4,034-69.3% | $4,411-71.9% | $4,296-71.1% |
| Admin fee / account holder | $1,002 | $6,945-85.6% | $8,285-87.9% | $6,918-85.5% |