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 | $94,293 | $74,927+25.8% | $101,794-7.4% | $84,808+11.2% |
| Participation rate | 54.9% | 61.4%-6.5pp | 69.2%-14.3pp | 68.3%-13.4pp |
| Annual return | 13.58% | 18.70%-5.1pp | 30.53%-16.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,690 | $1,522+11.1% | $2,289-26.2% | $2,631-35.8% |
| Participant deferral / active EE | $3,325 | $3,099+7.3% | $4,084-18.6% | $4,212-21.0% |
| Admin fee / account holder | $13,955 | $6,514+114.2% | $8,777+59.0% | $7,344+90.0% |