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 | $94,440 | $74,927+26.0% | $101,794-7.2% | $84,808+11.4% |
| Participation rate | 59.5% | 61.4%-1.9pp | 69.2%-9.7pp | 68.3%-8.9pp |
| Annual return | 15.01% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $360 | $1,522-76.3% | $2,289-84.3% | $2,631-86.3% |
| Participant deferral / active EE | $3,462 | $3,099+11.7% | $4,084-15.2% | $4,212-17.8% |
| Admin fee / account holder | $9,432 | $6,514+44.8% | $8,777+7.5% | $7,344+28.4% |