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 | $75,177 | $72,277+4.0% | $101,248-25.7% | $79,858-5.9% |
| Participation rate | 36.4% | 68.5%-32.1pp | 75.8%-39.4pp | 69.6%-33.3pp |
| Annual return | 22.38% | 22.30%+0.1pp | 46.47%-24.1pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,967 | $2,692-26.9% | $3,660-46.3% | $2,471-20.4% |
| Participant deferral / active EE | $4,777 | $3,282+45.6% | $4,370+9.3% | $3,740+27.7% |
| Admin fee / account holder | $649 | $4,400-85.3% | $5,945-89.1% | $5,306-87.8% |