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 | $74,971 | $53,777+39.4% | $134,143-44.1% | $79,858-6.1% |
| Participation rate | 51.9% | 58.8%-6.9pp | 72.2%-20.3pp | 69.6%-17.8pp |
| Annual return | 16.75% | 19.01%-2.3pp | 36.33%-19.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $819 | $1,321-38.0% | $3,704-77.9% | $2,471-66.9% |
| Participant deferral / active EE | $2,624 | $2,420+8.4% | $3,499-25.0% | $3,740-29.8% |
| Admin fee / account holder | $6,300 | $3,984+58.1% | $6,684-5.8% | $5,306+18.7% |