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 | $80,950 | $63,764+27.0% | $81,930-1.2% | $79,858+1.4% |
| Participation rate | 41.3% | 67.5%-26.2pp | 72.0%-30.7pp | 69.6%-28.3pp |
| Annual return | 13.00% | 22.66%-9.7pp | 29.49%-16.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,355 | $1,795-24.5% | $4,310-68.6% | $2,471-45.2% |
| Participant deferral / active EE | $2,724 | $2,780-2.0% | $7,107-61.7% | $3,740-27.2% |
| Admin fee / account holder | $1,951 | $4,426-55.9% | $5,158-62.2% | $5,306-63.2% |