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 7-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 | $82,182 | $48,750+68.6% | $88,946-7.6% | $74,304+10.6% |
| Participation rate | 10.1% | 44.5%-34.4pp | 68.8%-58.8pp | 60.3%-50.3pp |
| Annual return | 14.18% | 25.91%-11.7pp | 57.82%-43.6pp | 29.43%-15.3pp |
| Employer contribution / active EE | $320 | $1,255-74.5% | $2,555-87.5% | $2,241-85.7% |
| Participant deferral / active EE | $1,026 | $2,423-57.7% | $4,581-77.6% | $3,767-72.8% |
| Admin fee / account holder | $2,556 | $3,756-31.9% | $8,261-69.1% | $2,969-13.9% |