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 | $77,394 | $192,717-59.8% | $142,449-45.7% | $139,434-44.5% |
| Participation rate | 58.3% | 81.5%-23.1pp | 76.8%-18.4pp | 80.3%-22.0pp |
| Annual return | 17.71% | 17.99%-0.3pp | 19.99%-2.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,202 | $5,806-62.1% | $4,847-54.6% | $4,751-53.6% |
| Participant deferral / active EE | $4,713 | $7,208-34.6% | $6,283-25.0% | $6,710-29.8% |
| Admin fee / account holder | $3,452 | $15,124-77.2% | $10,011-65.5% | $11,403-69.7% |