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 | $84,408 | $80,717+4.6% | $154,803-45.5% | $84,808-0.5% |
| Participation rate | 51.0% | 66.8%-15.8pp | 78.1%-27.0pp | 68.3%-17.3pp |
| Annual return | 17.00% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,213 | $2,761-56.1% | $4,305-71.8% | $2,631-53.9% |
| Participant deferral / active EE | $4,171 | $3,303+26.3% | $5,540-24.7% | $4,212-1.0% |
| Admin fee / account holder | $2,409 | $6,746-64.3% | $14,329-83.2% | $7,344-67.2% |