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 | $89,463 | $59,097+51.4% | $82,389+8.6% | $74,304+20.4% |
| Participation rate | 34.4% | 52.8%-18.3pp | 69.5%-35.1pp | 60.3%-25.9pp |
| Annual return | 15.53% | 22.85%-7.3pp | 28.67%-13.1pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,130 | $1,601-29.4% | $2,517-55.1% | $2,241-49.6% |
| Participant deferral / active EE | $2,129 | $2,775-23.3% | $4,155-48.7% | $3,767-43.5% |
| Admin fee / account holder | $6,169 | $4,489+37.4% | $7,231-14.7% | $2,969+107.8% |