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 | $81,293 | $68,719+18.3% | $91,541-11.2% | $84,808-4.1% |
| Participation rate | 26.7% | 64.5%-37.8pp | 69.8%-43.1pp | 68.3%-41.6pp |
| Annual return | 23.85% | 19.12%+4.7pp | 20.50%+3.3pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,186 | $1,920-38.2% | $2,505-52.7% | $2,631-54.9% |
| Participant deferral / active EE | $3,804 | $3,136+21.3% | $4,008-5.1% | $4,212-9.7% |
| Admin fee / account holder | $445 | $5,786-92.3% | $6,956-93.6% | $7,344-93.9% |