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 | $79,334 | $63,764+24.4% | $81,930-3.2% | $79,858-0.7% |
| Participation rate | 62.3% | 67.5%-5.2pp | 72.0%-9.7pp | 69.6%-7.3pp |
| Annual return | 15.32% | 22.66%-7.3pp | 29.49%-14.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $850 | $1,795-52.6% | $4,310-80.3% | $2,471-65.6% |
| Participant deferral / active EE | $2,268 | $2,780-18.4% | $7,107-68.1% | $3,740-39.4% |
| Admin fee / account holder | $1,984 | $4,426-55.2% | $5,158-61.5% | $5,306-62.6% |