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 | $109,458 | $90,503+20.9% | $78,689+39.1% | $273,961-60.0% |
| Participation rate | 47.4% | 76.5%-29.1pp | 73.6%-26.2pp | 83.0%-35.6pp |
| Annual return | 5.46% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,059 | $3,176-35.2% | $2,851-27.8% | $4,869-57.7% |
| Participant deferral / active EE | $4,975 | $3,901+27.5% | $3,517+41.5% | $5,287-5.9% |
| Admin fee / account holder | $3,422 | $5,263-35.0% | $4,510-24.1% | $10,132-66.2% |