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 | $88,846 | $47,848+85.7% | $81,478+9.0% | $70,131+26.7% |
| Participation rate | 32.0% | 58.3%-26.3pp | 68.0%-36.0pp | 69.5%-37.5pp |
| Annual return | 17.98% | 27.25%-9.3pp | 38.78%-20.8pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,330 | $2,453+35.7% | $3,537-5.9% | $3,332-0.1% |
| Admin fee / account holder | $319 | $3,145-89.8% | $4,561-93.0% | $4,645-93.1% |