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 | $78,342 | $78,672-0.4% | $109,143-28.2% | $85,850-8.7% |
| Participation rate | 67.3% | 68.3%-0.9pp | 75.9%-8.5pp | 69.3%-2.0pp |
| Annual return | 12.75% | 25.09%-12.3pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $874 | $2,735-68.0% | $3,722-76.5% | $2,565-65.9% |
| Participant deferral / active EE | $2,913 | $3,467-16.0% | $4,653-37.4% | $3,952-26.3% |
| Admin fee / account holder | $5,690 | $5,469+4.0% | $6,752-15.7% | $6,260-9.1% |