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 | $84,778 | $91,552-7.4% | $133,956-36.7% | $79,858+6.2% |
| Participation rate | 42.4% | 73.3%-30.9pp | 79.8%-37.4pp | 69.6%-27.2pp |
| Annual return | 12.83% | 61.85%-49.0pp | 45.09%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $897 | $2,384-62.4% | $3,919-77.1% | $2,471-63.7% |
| Participant deferral / active EE | $2,418 | $3,733-35.2% | $5,048-52.1% | $3,740-35.4% |
| Admin fee / account holder | $683 | $6,321-89.2% | $8,927-92.4% | $5,306-87.1% |