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 | $91,233 | $74,927+21.8% | $101,794-10.4% | $84,808+7.6% |
| Participation rate | 54.1% | 61.4%-7.3pp | 69.2%-15.1pp | 68.3%-14.3pp |
| Annual return | 16.26% | 18.70%-2.4pp | 30.53%-14.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,069 | $1,522-29.7% | $2,289-53.3% | $2,631-59.4% |
| Participant deferral / active EE | $2,989 | $3,099-3.5% | $4,084-26.8% | $4,212-29.0% |
| Admin fee / account holder | $766 | $6,514-88.2% | $8,777-91.3% | $7,344-89.6% |