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 | $88,077 | $109,881-19.8% | $150,045-41.3% | $84,808+3.9% |
| Participation rate | 69.8% | 76.1%-6.3pp | 82.3%-12.6pp | 68.3%+1.5pp |
| Annual return | 29.73% | 28.25%+1.5pp | 62.55%-32.8pp | 40.90%-11.2pp |
| Employer contribution / active EE | $2,346 | $3,561-34.1% | $4,693-50.0% | $2,631-10.8% |
| Participant deferral / active EE | $7,001 | $6,636+5.5% | $7,997-12.5% | $4,212+66.2% |
| Admin fee / account holder | $6,698 | $8,568-21.8% | $13,435-50.1% | $7,344-8.8% |