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 | $88,808 | $52,836+68.1% | $105,738-16.0% | $64,186+38.4% |
| Participation rate | 53.8% | 66.5%-12.7pp | 76.3%-22.5pp | 69.6%-15.7pp |
| Annual return | 8.12% | 14.30%-6.2pp | 6.27%+1.8pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,078 | $1,827-41.0% | $3,268-67.0% | $2,381-54.7% |
| Participant deferral / active EE | $1,346 | $2,545-47.1% | $4,080-67.0% | $3,470-61.2% |
| Admin fee / account holder | $6,337 | $3,959+60.1% | $6,913-8.3% | $4,888+29.6% |