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 | $105,553 | $60,022+75.9% | $88,946+18.7% | $84,808+24.5% |
| Participation rate | 34.0% | 57.8%-23.8pp | 68.8%-34.8pp | 68.3%-34.3pp |
| Annual return | 20.71% | 22.43%-1.7pp | 57.82%-37.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,304 | $1,703-23.4% | $2,555-49.0% | $2,631-50.4% |
| Participant deferral / active EE | $2,751 | $3,114-11.7% | $4,581-40.0% | $4,212-34.7% |
| Admin fee / account holder | $2,801 | $4,811-41.8% | $8,261-66.1% | $7,344-61.9% |