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 | $97,293 | $109,413-11.1% | $156,263-37.7% | $84,808+14.7% |
| Participation rate | 41.1% | 72.7%-31.6pp | 78.9%-37.8pp | 68.3%-27.2pp |
| Annual return | 14.05% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,014 | $2,907-65.1% | $4,333-76.6% | $2,631-61.5% |
| Participant deferral / active EE | $2,013 | $4,590-56.1% | $6,158-67.3% | $4,212-52.2% |
| Admin fee / account holder | $7,491 | $9,357-19.9% | $14,255-47.4% | $7,344+2.0% |