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 | $86,690 | $94,625-8.4% | $116,228-25.4% | $84,808+2.2% |
| Participation rate | 63.0% | 70.4%-7.5pp | 74.6%-11.6pp | 68.3%-5.3pp |
| Annual return | 12.61% | 20.40%-7.8pp | 90.06%-77.4pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,434 | $2,347-38.9% | $2,994-52.1% | $2,631-45.5% |
| Participant deferral / active EE | $2,445 | $3,972-38.4% | $4,953-50.6% | $4,212-41.9% |
| Admin fee / account holder | $9,376 | $10,091-7.1% | $11,989-21.8% | $7,344+27.7% |