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 | $103,231 | $60,022+72.0% | $88,946+16.1% | $84,808+21.7% |
| Participation rate | 29.6% | 57.8%-28.2pp | 68.8%-39.2pp | 68.3%-38.7pp |
| Annual return | 14.75% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $931 | $1,703-45.3% | $2,555-63.6% | $2,631-64.6% |
| Participant deferral / active EE | $2,770 | $3,114-11.0% | $4,581-39.5% | $4,212-34.2% |
| Admin fee / account holder | $498 | $4,811-89.6% | $8,261-94.0% | $7,344-93.2% |