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 | $95,896 | $148,978-35.6% | $200,582-52.2% | $84,808+13.1% |
| Participation rate | 60.6% | 84.2%-23.6pp | 86.9%-26.3pp | 68.3%-7.7pp |
| Annual return | 17.62% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,862 | $4,815-40.6% | $6,419-55.4% | $2,631+8.8% |
| Participant deferral / active EE | $4,720 | $7,142-33.9% | $9,331-49.4% | $4,212+12.1% |
| Admin fee / account holder | $1,695 | $13,977-87.9% | $16,305-89.6% | $7,344-76.9% |