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 | $113,264 | $99,341+14.0% | $84,750+33.6% | $273,961-58.7% |
| Participation rate | 38.9% | 80.7%-41.8pp | 76.6%-37.7pp | 83.0%-44.1pp |
| Annual return | 7.39% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,337 | $4,214-68.3% | $3,574-62.6% | $4,869-72.5% |
| Participant deferral / active EE | $3,132 | $4,269-26.6% | $3,712-15.6% | $5,287-40.8% |
| Admin fee / account holder | $1,609 | $6,644-75.8% | $5,332-69.8% | $10,132-84.1% |