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 | $91,921 | $74,927+22.7% | $101,794-9.7% | $84,808+8.4% |
| Participation rate | 45.7% | 61.4%-15.8pp | 69.2%-23.5pp | 68.3%-22.7pp |
| Annual return | 19.20% | 18.70%+0.5pp | 30.53%-11.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,199 | $1,522-21.2% | $2,289-47.6% | $2,631-54.4% |
| Participant deferral / active EE | $2,928 | $3,099-5.5% | $4,084-28.3% | $4,212-30.5% |
| Admin fee / account holder | $4,456 | $6,514-31.6% | $8,777-49.2% | $7,344-39.3% |