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 | $94,499 | $74,927+26.1% | $101,794-7.2% | $84,808+11.4% |
| Participation rate | 56.6% | 61.4%-4.8pp | 69.2%-12.6pp | 68.3%-11.7pp |
| Annual return | 15.53% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $397 | $1,522-73.9% | $2,289-82.7% | $2,631-84.9% |
| Participant deferral / active EE | $3,967 | $3,099+28.0% | $4,084-2.9% | $4,212-5.8% |
| Admin fee / account holder | $11,544 | $6,514+77.2% | $8,777+31.5% | $7,344+57.2% |