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 | $81,182 | $76,552+6.0% | $123,892-34.5% | $62,891+29.1% |
| Participation rate | 64.7% | 73.0%-8.3pp | 81.4%-16.7pp | 69.3%-4.6pp |
| Annual return | 6.78% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,897 | $2,883-34.2% | $4,617-58.9% | $2,281-16.8% |
| Participant deferral / active EE | $7,207 | $4,840+48.9% | $5,984+20.4% | $3,203+125.0% |
| Admin fee / account holder | $9,816 | $4,826+103.4% | $8,357+17.5% | $4,296+128.5% |