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 | $91,642 | $91,552+0.1% | $133,956-31.6% | $79,858+14.8% |
| Participation rate | 63.7% | 73.3%-9.6pp | 79.8%-16.1pp | 69.6%-5.9pp |
| Annual return | 15.76% | 61.85%-46.1pp | 45.09%-29.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,641 | $2,384+10.8% | $3,919-32.6% | $2,471+6.9% |
| Participant deferral / active EE | $5,395 | $3,733+44.5% | $5,048+6.9% | $3,740+44.3% |
| Admin fee / account holder | $4,442 | $6,321-29.7% | $8,927-50.2% | $5,306-16.3% |