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 | $99,324 | $95,803+3.7% | $113,168-12.2% | $84,808+17.1% |
| Participation rate | 47.9% | 72.9%-25.0pp | 76.6%-28.7pp | 68.3%-20.4pp |
| Annual return | 15.62% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,394 | $2,360-40.9% | $2,975-53.2% | $2,631-47.0% |
| Participant deferral / active EE | $1,994 | $4,242-53.0% | $5,107-60.9% | $4,212-52.6% |
| Admin fee / account holder | $5,013 | $8,989-44.2% | $12,068-58.5% | $7,344-31.7% |