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 | $70,897 | $66,098+7.3% | $101,794-30.4% | $74,304-4.6% |
| Participation rate | 47.9% | 53.8%-5.8pp | 69.2%-21.2pp | 60.3%-12.4pp |
| Annual return | 14.63% | 19.59%-5.0pp | 30.53%-15.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,229 | $1,082+13.7% | $2,289-46.3% | $2,241-45.1% |
| Participant deferral / active EE | $3,728 | $2,781+34.1% | $4,084-8.7% | $3,767-1.0% |
| Admin fee / account holder | $9,878 | $4,146+138.2% | $8,777+12.5% | $2,969+232.7% |