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 | $108,176 | $73,933+46.3% | $96,683+11.9% | $75,163+43.9% |
| Participation rate | 56.0% | 66.4%-10.4pp | 74.3%-18.3pp | 67.2%-11.2pp |
| Annual return | 16.56% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,022 | $2,928-30.9% | $3,737-45.9% | $2,670-24.3% |
| Participant deferral / active EE | $4,002 | $3,659+9.4% | $4,878-18.0% | $4,125-3.0% |
| Admin fee / account holder | $1,925 | $5,216-63.1% | $6,730-71.4% | $5,651-65.9% |