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 | $98,327 | $93,571+5.1% | $135,903-27.6% | $75,163+30.8% |
| Participation rate | 41.2% | 75.2%-34.0pp | 81.9%-40.7pp | 67.2%-26.0pp |
| Annual return | 22.77% | 30.90%-8.1pp | 68.23%-45.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $4,350 | $3,537+23.0% | $4,856-10.4% | $2,670+62.9% |
| Participant deferral / active EE | $4,794 | $6,404-25.1% | $7,758-38.2% | $4,125+16.2% |
| Admin fee / account holder | $1,889 | $6,975-72.9% | $10,762-82.4% | $5,651-66.6% |