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 | $83,954 | $81,460+3.1% | $103,333-18.8% | $80,856+3.8% |
| Participation rate | 59.3% | 66.8%-7.6pp | 74.5%-15.2pp | 67.6%-8.4pp |
| Annual return | 10.77% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,569 | $3,105-49.5% | $3,868-59.4% | $2,755-43.0% |
| Participant deferral / active EE | $4,261 | $3,869+10.1% | $5,057-15.8% | $4,296-0.8% |
| Admin fee / account holder | $5,992 | $6,566-8.7% | $8,355-28.3% | $6,918-13.4% |