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 | $90,823 | $80,968+12.2% | $96,544-5.9% | $75,163+20.8% |
| Participation rate | 58.6% | 71.8%-13.1pp | 76.0%-17.3pp | 67.2%-8.6pp |
| Annual return | 12.81% | 27.06%-14.3pp | 25.84%-13.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,189 | $2,282-47.9% | $2,965-59.9% | $2,670-55.4% |
| Participant deferral / active EE | $3,279 | $3,928-16.5% | $4,851-32.4% | $4,125-20.5% |
| Admin fee / account holder | $1,213 | $6,724-82.0% | $8,252-85.3% | $5,651-78.5% |