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 | $87,001 | $52,836+64.7% | $105,738-17.7% | $64,186+35.5% |
| Participation rate | 61.5% | 66.5%-5.0pp | 76.3%-14.8pp | 69.6%-8.0pp |
| Annual return | 9.33% | 14.30%-5.0pp | 6.27%+3.1pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,001 | $1,827-45.2% | $3,268-69.4% | $2,381-57.9% |
| Participant deferral / active EE | $2,314 | $2,545-9.1% | $4,080-43.3% | $3,470-33.3% |
| Admin fee / account holder | $649 | $3,959-83.6% | $6,913-90.6% | $4,888-86.7% |