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 | $93,408 | $74,927+24.7% | $101,794-8.2% | $84,808+10.1% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.2%-24.7pp | 68.3%-23.9pp |
| Annual return | 17.40% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,183 | $1,522-22.3% | $2,289-48.3% | $2,631-55.0% |
| Participant deferral / active EE | $1,674 | $3,099-46.0% | $4,084-59.0% | $4,212-60.3% |
| Admin fee / account holder | $6,201 | $6,514-4.8% | $8,777-29.4% | $7,344-15.6% |