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 | $110,947 | $68,719+61.5% | $91,541+21.2% | $84,808+30.8% |
| Participation rate | 57.4% | 64.5%-7.1pp | 69.8%-12.3pp | 68.3%-10.9pp |
| Annual return | 14.76% | 19.12%-4.4pp | 20.50%-5.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,807 | $1,920-5.9% | $2,505-27.9% | $2,631-31.3% |
| Participant deferral / active EE | $3,521 | $3,136+12.3% | $4,008-12.2% | $4,212-16.4% |
| Admin fee / account holder | $7,307 | $5,786+26.3% | $6,956+5.0% | $7,344-0.5% |