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 | $72,870 | $64,480+13.0% | $81,382-10.5% | $80,856-9.9% |
| Participation rate | 33.3% | 63.9%-30.5pp | 69.5%-36.2pp | 67.6%-34.3pp |
| Annual return | 13.49% | 16.34%-2.9pp | 24.73%-11.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $496 | $1,978-75.0% | $2,463-79.9% | $2,755-82.0% |
| Participant deferral / active EE | $1,275 | $3,094-58.8% | $3,883-67.2% | $4,296-70.3% |
| Admin fee / account holder | $1,677 | $5,671-70.4% | $5,768-70.9% | $6,918-75.8% |