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 | $83,763 | $66,098+26.7% | $101,794-17.7% | $74,304+12.7% |
| Participation rate | 40.3% | 53.8%-13.5pp | 69.2%-28.9pp | 60.3%-20.1pp |
| Annual return | 16.11% | 19.59%-3.5pp | 30.53%-14.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,190 | $1,082+10.0% | $2,289-48.0% | $2,241-46.9% |
| Participant deferral / active EE | $2,617 | $2,781-5.9% | $4,084-35.9% | $3,767-30.5% |
| Admin fee / account holder | $1,920 | $4,146-53.7% | $8,777-78.1% | $2,969-35.3% |