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 | $72,358 | $71,050+1.8% | $93,606-22.7% | $80,856-10.5% |
| Participation rate | 50.6% | 60.4%-9.8pp | 68.7%-18.2pp | 67.6%-17.1pp |
| Annual return | 13.66% | 11.26%+2.4pp | 133.20%-119.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $868 | $1,564-44.5% | $2,420-64.1% | $2,755-68.5% |
| Participant deferral / active EE | $1,787 | $4,034-55.7% | $4,411-59.5% | $4,296-58.4% |
| Admin fee / account holder | $2,542 | $6,945-63.4% | $8,285-69.3% | $6,918-63.3% |