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 | $89,378 | $81,460+9.7% | $103,333-13.5% | $80,856+10.5% |
| Participation rate | 47.4% | 66.8%-19.5pp | 74.5%-27.1pp | 67.6%-20.3pp |
| Annual return | 11.80% | 25.55%-13.7pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,929 | $3,105-37.9% | $3,868-50.1% | $2,755-30.0% |
| Participant deferral / active EE | $5,246 | $3,869+35.6% | $5,057+3.7% | $4,296+22.1% |
| Admin fee / account holder | $5,934 | $6,566-9.6% | $8,355-29.0% | $6,918-14.2% |