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 | $93,521 | $95,803-2.4% | $113,168-17.4% | $84,808+10.3% |
| Participation rate | 37.9% | 72.9%-34.9pp | 76.6%-38.6pp | 68.3%-30.4pp |
| Annual return | 12.76% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,247 | $2,360-47.2% | $2,975-58.1% | $2,631-52.6% |
| Participant deferral / active EE | $2,903 | $4,242-31.6% | $5,107-43.2% | $4,212-31.1% |
| Admin fee / account holder | $6,998 | $8,989-22.1% | $12,068-42.0% | $7,344-4.7% |