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 | $92,929 | $95,803-3.0% | $113,168-17.9% | $84,808+9.6% |
| Participation rate | 58.1% | 72.9%-14.8pp | 76.6%-18.5pp | 68.3%-10.2pp |
| Annual return | 26.17% | 25.00%+1.2pp | 24.27%+1.9pp | 40.90%-14.7pp |
| Employer contribution / active EE | $1,549 | $2,360-34.4% | $2,975-47.9% | $2,631-41.1% |
| Participant deferral / active EE | $3,511 | $4,242-17.2% | $5,107-31.2% | $4,212-16.6% |
| Admin fee / account holder | $9,899 | $8,989+10.1% | $12,068-18.0% | $7,344+34.8% |