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 | $96,965 | $63,764+52.1% | $81,930+18.4% | $79,858+21.4% |
| Participation rate | 56.8% | 67.5%-10.7pp | 72.0%-15.2pp | 69.6%-12.8pp |
| Annual return | 13.83% | 22.66%-8.8pp | 29.49%-15.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $824 | $1,795-54.1% | $4,310-80.9% | $2,471-66.6% |
| Participant deferral / active EE | $2,355 | $2,780-15.3% | $7,107-66.9% | $3,740-37.0% |
| Admin fee / account holder | $3,831 | $4,426-13.5% | $5,158-25.7% | $5,306-27.8% |