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 | $104,447 | $80,717+29.4% | $154,803-32.5% | $84,808+23.2% |
| Participation rate | 55.9% | 66.8%-10.9pp | 78.1%-22.2pp | 68.3%-12.4pp |
| Annual return | 14.98% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,916 | $2,761-30.6% | $4,305-55.5% | $2,631-27.2% |
| Participant deferral / active EE | $5,115 | $3,303+54.9% | $5,540-7.7% | $4,212+21.5% |
| Admin fee / account holder | $3,971 | $6,746-41.1% | $14,329-72.3% | $7,344-45.9% |