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 | $96,390 | $87,870+9.7% | $113,168-14.8% | $74,304+29.7% |
| Participation rate | 54.0% | 70.7%-16.8pp | 76.6%-22.6pp | 60.3%-6.4pp |
| Annual return | 18.21% | 26.44%-8.2pp | 24.27%-6.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,568 | $2,277+12.8% | $2,975-13.7% | $2,241+14.6% |
| Participant deferral / active EE | $4,765 | $4,241+12.4% | $5,107-6.7% | $3,767+26.5% |
| Admin fee / account holder | $1,968 | $3,368-41.6% | $12,068-83.7% | $2,969-33.7% |