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 | $82,114 | $83,477-1.6% | $125,175-34.4% | $72,985+12.5% |
| Participation rate | 64.7% | 73.3%-8.6pp | 79.8%-15.1pp | 69.5%-4.8pp |
| Annual return | 19.73% | 25.78%-6.1pp | 43.79%-24.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,438 | $2,345+3.9% | $3,865-36.9% | $2,440-0.1% |
| Participant deferral / active EE | $4,432 | $3,585+23.6% | $4,937-10.2% | $3,607+22.9% |
| Admin fee / account holder | $3,501 | $5,517-36.5% | $9,702-63.9% | $5,124-31.7% |