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 | $86,645 | $95,803-9.6% | $113,168-23.4% | $84,808+2.2% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 15.32% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,693 | $2,360-28.2% | $2,975-43.1% | $2,631-35.6% |
| Participant deferral / active EE | $3,380 | $4,242-20.3% | $5,107-33.8% | $4,212-19.7% |
| Admin fee / account holder | $9,059 | $8,989+0.8% | $12,068-24.9% | $7,344+23.4% |