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 | $88,788 | $105,931-16.2% | $81,930+8.4% | $158,922-44.1% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.0%-9.5pp | 82.0%-19.5pp |
| Annual return | 10.53% | 38.17%-27.6pp | 29.49%-19.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $902 | $7,800-88.4% | $4,310-79.1% | $4,761-81.1% |
| Participant deferral / active EE | $1,530 | $13,003-88.2% | $7,107-78.5% | $5,982-74.4% |
| Admin fee / account holder | $480 | $8,489-94.3% | $5,158-90.7% | $11,246-95.7% |