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 | $91,846 | $106,515-13.8% | $96,683-5.0% | $139,434-34.1% |
| Participation rate | 63.2% | 77.8%-14.7pp | 74.3%-11.2pp | 80.3%-17.2pp |
| Annual return | 12.49% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,877 | $4,103-54.2% | $3,737-49.8% | $4,751-60.5% |
| Participant deferral / active EE | $4,106 | $5,454-24.7% | $4,878-15.8% | $6,710-38.8% |
| Admin fee / account holder | $2,031 | $7,877-74.2% | $6,730-69.8% | $11,403-82.2% |