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 | $90,441 | $81,460+11.0% | $103,333-12.5% | $80,856+11.9% |
| Participation rate | 37.3% | 66.8%-29.6pp | 74.5%-37.3pp | 67.6%-30.4pp |
| Annual return | 11.34% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,710 | $3,105-44.9% | $3,868-55.8% | $2,755-37.9% |
| Participant deferral / active EE | $2,393 | $3,869-38.1% | $5,057-52.7% | $4,296-44.3% |
| Admin fee / account holder | $2,105 | $6,566-67.9% | $8,355-74.8% | $6,918-69.6% |