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 | $85,055 | $105,630-19.5% | $87,507-2.8% | $273,961-69.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 6.34% | 12.25%-5.9pp | 12.21%-5.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,172 | $3,141-62.7% | $2,550-54.0% | $4,869-75.9% |
| Participant deferral / active EE | $3,355 | $3,601-6.8% | $3,149+6.5% | $5,287-36.6% |
| Admin fee / account holder | $1,703 | $4,781-64.4% | $4,221-59.6% | $10,132-83.2% |