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 | $85,165 | $95,803-11.1% | $113,168-24.7% | $84,808+0.4% |
| Participation rate | 54.3% | 72.9%-18.6pp | 76.6%-22.3pp | 68.3%-14.0pp |
| Annual return | 16.84% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,679 | $2,360-28.9% | $2,975-43.6% | $2,631-36.2% |
| Participant deferral / active EE | $3,313 | $4,242-21.9% | $5,107-35.1% | $4,212-21.3% |
| Admin fee / account holder | $2,046 | $8,989-77.2% | $12,068-83.0% | $7,344-72.1% |