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 | $87,443 | $81,248+7.6% | $155,509-43.8% | $80,856+8.1% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.6pp | 67.6%-13.1pp |
| Annual return | 10.65% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,489 | $3,100-52.0% | $4,672-68.1% | $2,755-45.9% |
| Participant deferral / active EE | $3,520 | $3,452+2.0% | $5,626-37.4% | $4,296-18.1% |
| Admin fee / account holder | $4,850 | $7,997-39.4% | $15,912-69.5% | $6,918-29.9% |