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 | $92,452 | $109,413-15.5% | $156,263-40.8% | $84,808+9.0% |
| Participation rate | 64.3% | 72.7%-8.4pp | 78.9%-14.6pp | 68.3%-4.0pp |
| Annual return | 12.81% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,824 | $2,907-2.9% | $4,333-34.8% | $2,631+7.3% |
| Participant deferral / active EE | $3,783 | $4,590-17.6% | $6,158-38.6% | $4,212-10.2% |
| Admin fee / account holder | $3,441 | $9,357-63.2% | $14,255-75.9% | $7,344-53.2% |