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 | $68,835 | $65,365+5.3% | $92,893-25.9% | $72,985-5.7% |
| Participation rate | 43.9% | 68.3%-24.4pp | 76.0%-32.1pp | 69.5%-25.6pp |
| Annual return | 21.04% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $602 | $2,594-76.8% | $3,653-83.5% | $2,440-75.3% |
| Participant deferral / active EE | $1,808 | $3,128-42.2% | $4,236-57.3% | $3,607-49.9% |
| Admin fee / account holder | $1,366 | $4,251-67.9% | $5,794-76.4% | $5,124-73.3% |