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 | $106,800 | $65,365+63.4% | $92,893+15.0% | $72,985+46.3% |
| Participation rate | 40.5% | 68.3%-27.8pp | 76.0%-35.5pp | 69.5%-28.9pp |
| Annual return | 17.71% | 42.10%-24.4pp | 109.41%-91.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,015 | $2,594-60.9% | $3,653-72.2% | $2,440-58.4% |
| Participant deferral / active EE | $2,774 | $3,128-11.3% | $4,236-34.5% | $3,607-23.1% |
| Admin fee / account holder | $8,295 | $4,251+95.1% | $5,794+43.2% | $5,124+61.9% |