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 | $89,562 | $100,326-10.7% | $180,183-50.3% | $84,808+5.6% |
| Participation rate | 47.1% | 71.0%-23.9pp | 77.4%-30.3pp | 68.3%-21.2pp |
| Annual return | 17.07% | 17.86%-0.8pp | 27.86%-10.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,855 | $3,269-43.3% | $5,039-63.2% | $2,631-29.5% |
| Participant deferral / active EE | $3,516 | $5,066-30.6% | $6,822-48.5% | $4,212-16.5% |
| Admin fee / account holder | $3,428 | $9,674-64.6% | $19,975-82.8% | $7,344-53.3% |