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 | $93,544 | $71,050+31.7% | $93,606-0.1% | $80,856+15.7% |
| Participation rate | 45.3% | 60.4%-15.1pp | 68.7%-23.4pp | 67.6%-22.3pp |
| Annual return | 11.92% | 11.26%+0.7pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $775 | $1,564-50.4% | $2,420-68.0% | $2,755-71.9% |
| Participant deferral / active EE | $4,234 | $4,034+5.0% | $4,411-4.0% | $4,296-1.4% |
| Admin fee / account holder | $18,928 | $6,945+172.5% | $8,285+128.5% | $6,918+173.6% |