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 | $90,282 | $74,927+20.5% | $101,794-11.3% | $84,808+6.5% |
| Participation rate | 54.8% | 61.4%-6.6pp | 69.2%-14.4pp | 68.3%-13.5pp |
| Annual return | 15.75% | 18.70%-2.9pp | 30.53%-14.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,143 | $1,522-24.9% | $2,289-50.1% | $2,631-56.6% |
| Participant deferral / active EE | $3,204 | $3,099+3.4% | $4,084-21.6% | $4,212-23.9% |
| Admin fee / account holder | $11,415 | $6,514+75.2% | $8,777+30.1% | $7,344+55.4% |