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 | $82,685 | $60,892+35.8% | $82,389+0.4% | $84,808-2.5% |
| Participation rate | 51.5% | 63.3%-11.8pp | 69.5%-18.0pp | 68.3%-16.8pp |
| Annual return | 16.14% | 37.29%-21.2pp | 28.67%-12.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,457 | $1,779-18.1% | $2,517-42.1% | $2,631-44.6% |
| Participant deferral / active EE | $3,706 | $3,179+16.6% | $4,155-10.8% | $4,212-12.0% |
| Admin fee / account holder | $3,763 | $5,467-31.2% | $7,231-48.0% | $7,344-48.8% |