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 | $116,989 | $109,413+6.9% | $156,263-25.1% | $84,808+37.9% |
| Participation rate | 44.4% | 72.7%-28.2pp | 78.9%-34.5pp | 68.3%-23.9pp |
| Annual return | 13.45% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $914 | $2,907-68.6% | $4,333-78.9% | $2,631-65.3% |
| Participant deferral / active EE | $2,852 | $4,590-37.9% | $6,158-53.7% | $4,212-32.3% |
| Admin fee / account holder | $4,035 | $9,357-56.9% | $14,255-71.7% | $7,344-45.1% |