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 | $82,188 | $81,460+0.9% | $103,333-20.5% | $80,856+1.6% |
| Participation rate | 30.3% | 66.8%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 17.35% | 25.55%-8.2pp | 24.88%-7.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,319 | $3,105-57.5% | $3,868-65.9% | $2,755-52.1% |
| Participant deferral / active EE | $2,611 | $3,869-32.5% | $5,057-48.4% | $4,296-39.2% |
| Admin fee / account holder | $3,268 | $6,566-50.2% | $8,355-60.9% | $6,918-52.8% |