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 | $70,303 | $54,541+28.9% | $78,778-10.8% | $70,131+0.2% |
| Participation rate | 66.2% | 60.8%+5.4pp | 69.2%-3.0pp | 69.5%-3.3pp |
| Annual return | 14.66% | 21.07%-6.4pp | 35.62%-21.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $661 | $1,089-39.2% | $1,986-66.7% | $2,342-71.8% |
| Participant deferral / active EE | $1,909 | $2,210-13.6% | $2,958-35.5% | $3,332-42.7% |
| Admin fee / account holder | $717 | $3,709-80.7% | $5,134-86.0% | $4,645-84.6% |