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 | $87,696 | $80,717+8.6% | $154,803-43.4% | $84,808+3.4% |
| Participation rate | 59.3% | 66.8%-7.6pp | 78.1%-18.8pp | 68.3%-9.1pp |
| Annual return | 18.15% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,168 | $2,761-21.5% | $4,305-49.6% | $2,631-17.6% |
| Participant deferral / active EE | $5,363 | $3,303+62.4% | $5,540-3.2% | $4,212+27.3% |
| Admin fee / account holder | $4,260 | $6,746-36.8% | $14,329-70.3% | $7,344-42.0% |