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 | $103,147 | $95,803+7.7% | $113,168-8.9% | $84,808+21.6% |
| Participation rate | 42.1% | 72.9%-30.8pp | 76.6%-34.5pp | 68.3%-26.2pp |
| Annual return | 16.65% | 25.00%-8.4pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,455 | $2,360-38.3% | $2,975-51.1% | $2,631-44.7% |
| Participant deferral / active EE | $3,698 | $4,242-12.8% | $5,107-27.6% | $4,212-12.2% |
| Admin fee / account holder | $13,289 | $8,989+47.8% | $12,068+10.1% | $7,344+81.0% |