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 | $68,399 | $94,625-27.7% | $116,228-41.2% | $84,808-19.3% |
| Participation rate | 68.3% | 70.4%-2.2pp | 74.6%-6.3pp | 68.3%0pp |
| Annual return | 13.90% | 20.40%-6.5pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $729 | $2,347-68.9% | $2,994-75.6% | $2,631-72.3% |
| Participant deferral / active EE | $4,376 | $3,972+10.2% | $4,953-11.7% | $4,212+3.9% |
| Admin fee / account holder | $2,391 | $10,091-76.3% | $11,989-80.1% | $7,344-67.4% |