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 | $138,238 | $68,719+101.2% | $91,541+51.0% | $84,808+63.0% |
| Participation rate | 64.0% | 64.5%-0.5pp | 69.8%-5.8pp | 68.3%-4.3pp |
| Annual return | 15.37% | 19.12%-3.8pp | 20.50%-5.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,871 | $1,920-2.5% | $2,505-25.3% | $2,631-28.9% |
| Participant deferral / active EE | $4,401 | $3,136+40.3% | $4,008+9.8% | $4,212+4.5% |
| Admin fee / account holder | $1,957 | $5,786-66.2% | $6,956-71.9% | $7,344-73.4% |