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 | $75,776 | $74,927+1.1% | $101,794-25.6% | $84,808-10.6% |
| Participation rate | 62.8% | 61.4%+1.4pp | 69.2%-6.4pp | 68.3%-5.5pp |
| Annual return | 21.50% | 18.70%+2.8pp | 30.53%-9.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $944 | $1,522-38.0% | $2,289-58.8% | $2,631-64.1% |
| Participant deferral / active EE | $3,408 | $3,099+10.0% | $4,084-16.5% | $4,212-19.1% |
| Admin fee / account holder | $2,465 | $6,514-62.2% | $8,777-71.9% | $7,344-66.4% |