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 | $93,815 | $109,413-14.3% | $156,263-40.0% | $84,808+10.6% |
| Participation rate | 45.6% | 72.7%-27.1pp | 78.9%-33.3pp | 68.3%-22.7pp |
| Annual return | 14.88% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,548 | $2,907-46.7% | $4,333-64.3% | $2,631-41.2% |
| Participant deferral / active EE | $3,868 | $4,590-15.7% | $6,158-37.2% | $4,212-8.2% |
| Admin fee / account holder | $2,903 | $9,357-69.0% | $14,255-79.6% | $7,344-60.5% |