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 | $93,805 | $109,413-14.3% | $156,263-40.0% | $84,808+10.6% |
| Participation rate | 54.1% | 72.7%-18.6pp | 78.9%-24.8pp | 68.3%-14.2pp |
| Annual return | 13.94% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,806 | $2,907-37.9% | $4,333-58.3% | $2,631-31.4% |
| Participant deferral / active EE | $4,441 | $4,590-3.2% | $6,158-27.9% | $4,212+5.5% |
| Admin fee / account holder | $22,480 | $9,357+140.3% | $14,255+57.7% | $7,344+206.1% |