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 | $106,549 | $81,460+30.8% | $103,333+3.1% | $80,856+31.8% |
| Participation rate | 59.3% | 66.8%-7.6pp | 74.5%-15.2pp | 67.6%-8.4pp |
| Annual return | 10.99% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,631 | $3,105-47.5% | $3,868-57.8% | $2,755-40.8% |
| Participant deferral / active EE | $2,916 | $3,869-24.6% | $5,057-42.3% | $4,296-32.1% |
| Admin fee / account holder | $4,131 | $6,566-37.1% | $8,355-50.6% | $6,918-40.3% |