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 8-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 | $62,551 | $57,016+9.7% | $84,966-26.4% | $80,856-22.6% |
| Participation rate | 20.0% | 56.3%-36.3pp | 67.5%-47.5pp | 67.6%-47.6pp |
| Annual return | 16.21% | 21.66%-5.4pp | 66.38%-50.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $534 | $1,798-70.3% | $2,727-80.4% | $2,755-80.6% |
| Participant deferral / active EE | $1,330 | $3,110-57.2% | $4,519-70.6% | $4,296-69.0% |
| Admin fee / account holder | $2,713 | $4,980-45.5% | $6,149-55.9% | $6,918-60.8% |