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 | $63,293 | $54,541+16.0% | $78,778-19.7% | $70,131-9.7% |
| Participation rate | 51.1% | 60.8%-9.7pp | 69.2%-18.1pp | 69.5%-18.4pp |
| Annual return | 13.89% | 21.07%-7.2pp | 35.62%-21.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $635 | $1,089-41.6% | $1,986-68.0% | $2,342-72.9% |
| Participant deferral / active EE | $1,773 | $2,210-19.8% | $2,958-40.1% | $3,332-46.8% |
| Admin fee / account holder | $4,901 | $3,709+32.2% | $5,134-4.5% | $4,645+5.5% |