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 | $91,264 | $95,803-4.7% | $113,168-19.4% | $84,808+7.6% |
| Participation rate | 53.8% | 72.9%-19.0pp | 76.6%-22.7pp | 68.3%-14.5pp |
| Annual return | 16.09% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $984 | $2,360-58.3% | $2,975-66.9% | $2,631-62.6% |
| Participant deferral / active EE | $2,427 | $4,242-42.8% | $5,107-52.5% | $4,212-42.4% |
| Admin fee / account holder | $769 | $8,989-91.4% | $12,068-93.6% | $7,344-89.5% |