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 | $100,527 | $95,803+4.9% | $113,168-11.2% | $84,808+18.5% |
| Participation rate | 60.5% | 72.9%-12.3pp | 76.6%-16.0pp | 68.3%-7.8pp |
| Annual return | 15.97% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,419 | $2,360-39.9% | $2,975-52.3% | $2,631-46.1% |
| Participant deferral / active EE | $2,121 | $4,242-50.0% | $5,107-58.5% | $4,212-49.6% |
| Admin fee / account holder | $2,238 | $8,989-75.1% | $12,068-81.5% | $7,344-69.5% |