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 | $105,689 | $81,460+29.7% | $103,333+2.3% | $80,856+30.7% |
| Participation rate | 44.0% | 66.8%-22.8pp | 74.5%-30.5pp | 67.6%-23.6pp |
| Annual return | 14.05% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,044 | $3,105-66.4% | $3,868-73.0% | $2,755-62.1% |
| Participant deferral / active EE | $2,414 | $3,869-37.6% | $5,057-52.3% | $4,296-43.8% |
| Admin fee / account holder | $5,010 | $6,566-23.7% | $8,355-40.0% | $6,918-27.6% |