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 | $96,429 | $95,803+0.7% | $113,168-14.8% | $84,808+13.7% |
| Participation rate | 66.1% | 72.9%-6.8pp | 76.6%-10.5pp | 68.3%-2.2pp |
| Annual return | 17.49% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,283 | $2,360-3.3% | $2,975-23.3% | $2,631-13.2% |
| Participant deferral / active EE | $4,502 | $4,242+6.1% | $5,107-11.8% | $4,212+6.9% |
| Admin fee / account holder | $10,415 | $8,989+15.9% | $12,068-13.7% | $7,344+41.8% |