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 | $91,042 | $73,933+23.1% | $96,683-5.8% | $75,163+21.1% |
| Participation rate | 36.5% | 66.4%-29.9pp | 74.3%-37.8pp | 67.2%-30.7pp |
| Annual return | 14.96% | 26.70%-11.7pp | 35.69%-20.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,080 | $2,928-63.1% | $3,737-71.1% | $2,670-59.5% |
| Participant deferral / active EE | $4,319 | $3,659+18.1% | $4,878-11.5% | $4,125+4.7% |
| Admin fee / account holder | $1,806 | $5,216-65.4% | $6,730-73.2% | $5,651-68.0% |