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 | $88,428 | $77,899+13.5% | $149,673-40.9% | $75,163+17.6% |
| Participation rate | 37.5% | 65.6%-28.1pp | 78.8%-41.3pp | 67.2%-29.7pp |
| Annual return | 18.13% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,362 | $3,137-56.6% | $4,818-71.7% | $2,670-49.0% |
| Participant deferral / active EE | $3,194 | $3,411-6.4% | $5,680-43.8% | $4,125-22.6% |
| Admin fee / account holder | $3,404 | $5,956-42.9% | $13,210-74.2% | $5,651-39.8% |