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 | $80,179 | $76,367+5.0% | $93,606-14.3% | $72,985+9.9% |
| Participation rate | 57.1% | 71.7%-14.6pp | 75.8%-18.7pp | 69.5%-12.3pp |
| Annual return | 18.13% | 25.82%-7.7pp | 32.76%-14.6pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,792 | $2,275-21.2% | $2,718-34.1% | $2,440-26.6% |
| Participant deferral / active EE | $3,788 | $3,538+7.1% | $4,069-6.9% | $3,607+5.0% |
| Admin fee / account holder | $23,484 | $6,838+243.4% | $7,888+197.7% | $5,124+358.3% |