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 | $95,440 | $80,673+18.3% | $101,326-5.8% | $84,808+12.5% |
| Participation rate | 64.7% | 77.8%-13.1pp | 81.5%-16.8pp | 68.3%-3.6pp |
| Annual return | 16.16% | 38.95%-22.8pp | 36.82%-20.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,469 | $2,698-8.5% | $3,665-32.6% | $2,631-6.1% |
| Participant deferral / active EE | $6,293 | $6,840-8.0% | $7,994-21.3% | $4,212+49.4% |
| Admin fee / account holder | $5,325 | $12,784-58.3% | $11,185-52.4% | $7,344-27.5% |