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 | $90,052 | $78,926+14.1% | $136,749-34.1% | $84,808+6.2% |
| Participation rate | 38.0% | 62.2%-24.2pp | 72.1%-34.1pp | 68.3%-30.3pp |
| Annual return | 15.63% | 18.17%-2.5pp | 24.33%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,147 | $2,134-46.3% | $3,400-66.3% | $2,631-56.4% |
| Participant deferral / active EE | $1,648 | $3,168-48.0% | $4,692-64.9% | $4,212-60.9% |
| Admin fee / account holder | $5,177 | $6,369-18.7% | $11,386-54.5% | $7,344-29.5% |