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 | $91,715 | $89,355+2.6% | $141,162-35.0% | $72,985+25.7% |
| Participation rate | 62.1% | 75.1%-13.0pp | 82.5%-20.4pp | 69.5%-7.4pp |
| Annual return | 22.93% | 111.85%-88.9pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,404 | $3,114-22.8% | $4,735-49.2% | $2,440-1.5% |
| Participant deferral / active EE | $4,382 | $5,418-19.1% | $6,709-34.7% | $3,607+21.5% |
| Admin fee / account holder | $2,597 | $5,958-56.4% | $10,261-74.7% | $5,124-49.3% |