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 | $103,269 | $60,892+69.6% | $82,389+25.3% | $84,808+21.8% |
| Participation rate | 28.8% | 63.3%-34.5pp | 69.5%-40.8pp | 68.3%-39.5pp |
| Annual return | 17.83% | 37.29%-19.5pp | 28.67%-10.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,126 | $1,779+19.5% | $2,517-15.5% | $2,631-19.2% |
| Participant deferral / active EE | $2,899 | $3,179-8.8% | $4,155-30.2% | $4,212-31.2% |
| Admin fee / account holder | $1,573 | $5,467-71.2% | $7,231-78.2% | $7,344-78.6% |