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 | $112,648 | $163,101-30.9% | $136,749-17.6% | $142,382-20.9% |
| Participation rate | 53.8% | 78.2%-24.4pp | 72.1%-18.3pp | 80.1%-26.3pp |
| Annual return | 16.90% | 27.54%-10.6pp | 24.33%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,001 | $4,117-51.4% | $3,400-41.1% | $4,299-53.5% |
| Participant deferral / active EE | $7,599 | $5,585+36.1% | $4,692+62.0% | $6,507+16.8% |
| Admin fee / account holder | $7,373 | $14,318-48.5% | $11,386-35.2% | $12,624-41.6% |