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 | $91,641 | $83,477+9.8% | $125,175-26.8% | $72,985+25.6% |
| Participation rate | 53.6% | 73.3%-19.7pp | 79.8%-26.2pp | 69.5%-15.9pp |
| Annual return | 19.45% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,194 | $2,345-6.5% | $3,865-43.2% | $2,440-10.1% |
| Participant deferral / active EE | $2,833 | $3,585-21.0% | $4,937-42.6% | $3,607-21.5% |
| Admin fee / account holder | $7,644 | $5,517+38.5% | $9,702-21.2% | $5,124+49.2% |