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 | $108,998 | $80,717+35.0% | $154,803-29.6% | $84,808+28.5% |
| Participation rate | 64.0% | 66.8%-2.8pp | 78.1%-14.1pp | 68.3%-4.3pp |
| Annual return | 17.75% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $774 | $2,761-72.0% | $4,305-82.0% | $2,631-70.6% |
| Participant deferral / active EE | $2,562 | $3,303-22.4% | $5,540-53.8% | $4,212-39.2% |
| Admin fee / account holder | $5,526 | $6,746-18.1% | $14,329-61.4% | $7,344-24.8% |