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 | $102,174 | $95,803+6.6% | $113,168-9.7% | $84,808+20.5% |
| Participation rate | 52.5% | 72.9%-20.4pp | 76.6%-24.1pp | 68.3%-15.8pp |
| Annual return | 14.51% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,688 | $2,360-28.5% | $2,975-43.3% | $2,631-35.8% |
| Participant deferral / active EE | $5,551 | $4,242+30.9% | $5,107+8.7% | $4,212+31.8% |
| Admin fee / account holder | $14,726 | $8,989+63.8% | $12,068+22.0% | $7,344+100.5% |