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 | $66,681 | $45,073+47.9% | $69,455-4.0% | $72,985-8.6% |
| Participation rate | 29.0% | 68.5%-39.5pp | 74.6%-45.6pp | 69.5%-40.5pp |
| Annual return | 20.47% | 22.65%-2.2pp | 28.97%-8.5pp | 81.00%-60.5pp |
| Employer contribution / active EE | $750 | $2,054-63.5% | $2,779-73.0% | $2,440-69.3% |
| Participant deferral / active EE | $1,736 | $2,602-33.3% | $3,535-50.9% | $3,607-51.9% |
| Admin fee / account holder | $6,961 | $3,056+127.8% | $3,839+81.3% | $5,124+35.8% |