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 | $96,989 | $89,753+8.1% | $107,525-9.8% | $84,808+14.4% |
| Participation rate | 43.4% | 68.1%-24.7pp | 75.1%-31.7pp | 68.3%-24.9pp |
| Annual return | 17.55% | 29.48%-11.9pp | 181.32%-163.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,291 | $3,113-26.4% | $3,754-39.0% | $2,631-12.9% |
| Participant deferral / active EE | $5,087 | $4,056+25.4% | $5,116-0.6% | $4,212+20.8% |
| Admin fee / account holder | $3,815 | $7,222-47.2% | $8,919-57.2% | $7,344-48.1% |