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 | $123,615 | $109,413+13.0% | $156,263-20.9% | $84,808+45.8% |
| Participation rate | 61.2% | 72.7%-11.5pp | 78.9%-17.7pp | 68.3%-7.1pp |
| Annual return | 14.61% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,774 | $2,907-39.0% | $4,333-59.1% | $2,631-32.6% |
| Participant deferral / active EE | $4,456 | $4,590-2.9% | $6,158-27.6% | $4,212+5.8% |
| Admin fee / account holder | $1,234 | $9,357-86.8% | $14,255-91.3% | $7,344-83.2% |