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 | $98,378 | $101,724-3.3% | $164,813-40.3% | $80,856+21.7% |
| Participation rate | 46.1% | 71.8%-25.8pp | 78.6%-32.5pp | 67.6%-21.6pp |
| Annual return | 12.85% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,405 | $2,953-52.4% | $4,341-67.6% | $2,755-49.0% |
| Participant deferral / active EE | $3,196 | $4,477-28.6% | $6,031-47.0% | $4,296-25.6% |
| Admin fee / account holder | $2,514 | $8,227-69.4% | $12,690-80.2% | $6,918-63.7% |