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 | $80,216 | $81,460-1.5% | $103,333-22.4% | $80,856-0.8% |
| Participation rate | 56.4% | 66.8%-10.4pp | 74.5%-18.1pp | 67.6%-11.2pp |
| Annual return | 13.82% | 25.55%-11.7pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,286 | $3,105-26.4% | $3,868-40.9% | $2,755-17.0% |
| Participant deferral / active EE | $5,714 | $3,869+47.7% | $5,057+13.0% | $4,296+33.0% |
| Admin fee / account holder | $7,418 | $6,566+13.0% | $8,355-11.2% | $6,918+7.2% |