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 | $90,551 | $59,097+53.2% | $82,389+9.9% | $74,304+21.9% |
| Participation rate | 41.5% | 52.8%-11.2pp | 69.5%-28.0pp | 60.3%-18.8pp |
| Annual return | 13.47% | 22.85%-9.4pp | 28.67%-15.2pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,183 | $1,601-26.1% | $2,517-53.0% | $2,241-47.2% |
| Participant deferral / active EE | $3,261 | $2,775+17.5% | $4,155-21.5% | $3,767-13.5% |
| Admin fee / account holder | $8,549 | $4,489+90.4% | $7,231+18.2% | $2,969+188.0% |