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 | $82,487 | $72,277+14.1% | $101,248-18.5% | $79,858+3.3% |
| Participation rate | 41.1% | 68.5%-27.4pp | 75.8%-34.7pp | 69.6%-28.5pp |
| Annual return | 14.02% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,443 | $2,692-46.4% | $3,660-60.6% | $2,471-41.6% |
| Participant deferral / active EE | $2,756 | $3,282-16.0% | $4,370-36.9% | $3,740-26.3% |
| Admin fee / account holder | $2,247 | $4,400-48.9% | $5,945-62.2% | $5,306-57.7% |