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 | $70,866 | $51,175+38.5% | $70,515+0.5% | $75,163-5.7% |
| Participation rate | 32.0% | 60.9%-28.9pp | 68.3%-36.3pp | 67.2%-35.2pp |
| Annual return | 18.39% | 30.02%-11.6pp | 32.77%-14.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $977 | $1,826-46.5% | $2,973-67.1% | $2,670-63.4% |
| Participant deferral / active EE | $3,114 | $2,849+9.3% | $4,567-31.8% | $4,125-24.5% |
| Admin fee / account holder | $2,062 | $4,091-49.6% | $6,412-67.8% | $5,651-63.5% |