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 | $73,841 | $53,053+39.2% | $126,539-41.6% | $74,304-0.6% |
| Participation rate | 48.0% | 48.0%0pp | 69.8%-21.8pp | 60.3%-12.3pp |
| Annual return | 14.51% | 29.46%-15.0pp | 425.95%-411.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $713 | $1,168-38.9% | $3,674-80.6% | $2,241-68.2% |
| Participant deferral / active EE | $2,771 | $2,303+20.3% | $4,083-32.1% | $3,767-26.4% |
| Admin fee / account holder | $5,398 | $3,698+46.0% | $6,065-11.0% | $2,969+81.8% |