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 | $94,362 | $74,927+25.9% | $101,794-7.3% | $84,808+11.3% |
| Participation rate | 51.5% | 61.4%-9.9pp | 69.2%-17.7pp | 68.3%-16.8pp |
| Annual return | 15.76% | 18.70%-2.9pp | 30.53%-14.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,081 | $1,522-29.0% | $2,289-52.8% | $2,631-58.9% |
| Participant deferral / active EE | $2,456 | $3,099-20.7% | $4,084-39.9% | $4,212-41.7% |
| Admin fee / account holder | $2,698 | $6,514-58.6% | $8,777-69.3% | $7,344-63.3% |