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 | $97,921 | $101,724-3.7% | $164,813-40.6% | $80,856+21.1% |
| Participation rate | 47.4% | 71.8%-24.4pp | 78.6%-31.2pp | 67.6%-20.2pp |
| Annual return | 11.53% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $962 | $2,953-67.4% | $4,341-77.8% | $2,755-65.1% |
| Participant deferral / active EE | $2,275 | $4,477-49.2% | $6,031-62.3% | $4,296-47.0% |
| Admin fee / account holder | $10,361 | $8,227+25.9% | $12,690-18.4% | $6,918+49.8% |