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 | $81,094 | $100,923-19.6% | $150,045-46.0% | $74,304+9.1% |
| Participation rate | 34.8% | 70.1%-35.3pp | 82.3%-47.5pp | 60.3%-25.6pp |
| Annual return | 17.94% | 51.77%-33.8pp | 62.55%-44.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,941 | $3,463-43.9% | $4,693-58.6% | $2,241-13.4% |
| Participant deferral / active EE | $2,999 | $6,709-55.3% | $7,997-62.5% | $3,767-20.4% |
| Admin fee / account holder | $2,755 | $2,767-0.4% | $13,435-79.5% | $2,969-7.2% |