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 | $93,248 | $60,022+55.4% | $88,946+4.8% | $84,808+10.0% |
| Participation rate | 33.3% | 57.8%-24.5pp | 68.8%-35.5pp | 68.3%-35.0pp |
| Annual return | 18.13% | 22.43%-4.3pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,022 | $1,703-40.0% | $2,555-60.0% | $2,631-61.2% |
| Participant deferral / active EE | $2,767 | $3,114-11.2% | $4,581-39.6% | $4,212-34.3% |
| Admin fee / account holder | $5,891 | $4,811+22.4% | $8,261-28.7% | $7,344-19.8% |