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 | $84,998 | $86,929-2.2% | $102,423-17.0% | $80,856+5.1% |
| Participation rate | 68.1% | 72.4%-4.3pp | 76.5%-8.4pp | 67.6%+0.4pp |
| Annual return | 12.83% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,242 | $2,369-47.6% | $3,023-58.9% | $2,755-54.9% |
| Participant deferral / active EE | $3,165 | $4,118-23.2% | $5,053-37.4% | $4,296-26.3% |
| Admin fee / account holder | $3,084 | $8,049-61.7% | $9,451-67.4% | $6,918-55.4% |