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 | $84,945 | $83,477+1.8% | $125,175-32.1% | $72,985+16.4% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.5pp | 69.5%-10.2pp |
| Annual return | 21.13% | 25.78%-4.6pp | 43.79%-22.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,981 | $2,345-15.5% | $3,865-48.8% | $2,440-18.8% |
| Participant deferral / active EE | $4,464 | $3,585+24.5% | $4,937-9.6% | $3,607+23.7% |
| Admin fee / account holder | $7,012 | $5,517+27.1% | $9,702-27.7% | $5,124+36.8% |