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 | $88,453 | $66,098+33.8% | $101,794-13.1% | $74,304+19.0% |
| Participation rate | 46.8% | 53.8%-6.9pp | 69.2%-22.3pp | 60.3%-13.5pp |
| Annual return | 15.20% | 19.59%-4.4pp | 30.53%-15.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $914 | $1,082-15.5% | $2,289-60.1% | $2,241-59.2% |
| Participant deferral / active EE | $4,196 | $2,781+50.9% | $4,084+2.7% | $3,767+11.4% |
| Admin fee / account holder | $6,993 | $4,146+68.7% | $8,777-20.3% | $2,969+135.6% |