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 | $89,515 | $81,248+10.2% | $155,509-42.4% | $80,856+10.7% |
| Participation rate | 37.2% | 66.2%-29.0pp | 78.2%-41.0pp | 67.6%-30.4pp |
| Annual return | 13.68% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,052 | $3,100-66.1% | $4,672-77.5% | $2,755-61.8% |
| Participant deferral / active EE | $2,951 | $3,452-14.5% | $5,626-47.5% | $4,296-31.3% |
| Admin fee / account holder | $6,665 | $7,997-16.7% | $15,912-58.1% | $6,918-3.7% |