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 5-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 | $61,274 | $60,022+2.1% | $88,946-31.1% | $84,808-27.7% |
| Participation rate | 15.0% | 57.8%-42.8pp | 68.8%-53.8pp | 68.3%-53.3pp |
| Annual return | 23.21% | 22.43%+0.8pp | 57.82%-34.6pp | 40.90%-17.7pp |
| Employer contribution / active EE | $377 | $1,703-77.8% | $2,555-85.2% | $2,631-85.7% |
| Participant deferral / active EE | $1,618 | $3,114-48.0% | $4,581-64.7% | $4,212-61.6% |
| Admin fee / account holder | $2,473 | $4,811-48.6% | $8,261-70.1% | $7,344-66.3% |