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 | $115,770 | $127,065-8.9% | $113,168+2.3% | $142,382-18.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 15.83% | 24.03%-8.2pp | 24.27%-8.4pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,189 | $3,442-36.4% | $2,975-26.4% | $4,299-49.1% |
| Participant deferral / active EE | $4,646 | $5,716-18.7% | $5,107-9.0% | $6,507-28.6% |
| Admin fee / account holder | $518 | $15,736-96.7% | $12,068-95.7% | $12,624-95.9% |