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 | $85,959 | $80,968+6.2% | $96,544-11.0% | $75,163+14.4% |
| Participation rate | 46.4% | 71.8%-25.3pp | 76.0%-29.5pp | 67.2%-20.8pp |
| Annual return | 16.51% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,348 | $2,282-40.9% | $2,965-54.6% | $2,670-49.5% |
| Participant deferral / active EE | $2,782 | $3,928-29.2% | $4,851-42.7% | $4,125-32.6% |
| Admin fee / account holder | $8,128 | $6,724+20.9% | $8,252-1.5% | $5,651+43.8% |