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 | $122,375 | $78,926+55.1% | $136,749-10.5% | $84,808+44.3% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 14.78% | 18.17%-3.4pp | 24.33%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $931 | $2,134-56.4% | $3,400-72.6% | $2,631-64.6% |
| Participant deferral / active EE | $1,487 | $3,168-53.1% | $4,692-68.3% | $4,212-64.7% |
| Admin fee / account holder | $739 | $6,369-88.4% | $11,386-93.5% | $7,344-89.9% |