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 | $108,330 | $89,698+20.8% | $103,476+4.7% | $80,856+34.0% |
| Participation rate | 24.0% | 76.0%-52.0pp | 80.5%-56.5pp | 67.6%-43.6pp |
| Annual return | 12.36% | 22.78%-10.4pp | 23.90%-11.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,020 | $4,018-74.6% | $4,672-78.2% | $2,755-63.0% |
| Participant deferral / active EE | $3,680 | $5,456-32.6% | $6,623-44.4% | $4,296-14.3% |
| Admin fee / account holder | $4,045 | $6,768-40.2% | $9,413-57.0% | $6,918-41.5% |