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 | $93,587 | $72,277+29.5% | $101,248-7.6% | $79,858+17.2% |
| Participation rate | 45.5% | 68.5%-23.0pp | 75.8%-30.4pp | 69.6%-24.2pp |
| Annual return | 17.05% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,222 | $2,692-54.6% | $3,660-66.6% | $2,471-50.6% |
| Participant deferral / active EE | $2,092 | $3,282-36.2% | $4,370-52.1% | $3,740-44.1% |
| Admin fee / account holder | $1,017 | $4,400-76.9% | $5,945-82.9% | $5,306-80.8% |