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 | $114,598 | $94,625+21.1% | $116,228-1.4% | $84,808+35.1% |
| Participation rate | 60.3% | 70.4%-10.1pp | 74.6%-14.2pp | 68.3%-8.0pp |
| Annual return | 15.70% | 20.40%-4.7pp | 90.06%-74.4pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,111 | $2,347-52.6% | $2,994-62.9% | $2,631-57.8% |
| Participant deferral / active EE | $3,401 | $3,972-14.4% | $4,953-31.3% | $4,212-19.2% |
| Admin fee / account holder | $4,554 | $10,091-54.9% | $11,989-62.0% | $7,344-38.0% |