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 | $115,024 | $60,892+88.9% | $82,389+39.6% | $84,808+35.6% |
| Participation rate | 60.9% | 63.3%-2.4pp | 69.5%-8.7pp | 68.3%-7.4pp |
| Annual return | 14.67% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,478 | $1,779-16.9% | $2,517-41.3% | $2,631-43.8% |
| Participant deferral / active EE | $4,368 | $3,179+37.4% | $4,155+5.1% | $4,212+3.7% |
| Admin fee / account holder | $709 | $5,467-87.0% | $7,231-90.2% | $7,344-90.4% |