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 | $87,767 | $72,277+21.4% | $101,248-13.3% | $79,858+9.9% |
| Participation rate | 37.8% | 68.5%-30.7pp | 75.8%-38.0pp | 69.6%-31.9pp |
| Annual return | 21.00% | 22.30%-1.3pp | 46.47%-25.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,644 | $2,692-38.9% | $3,660-55.1% | $2,471-33.4% |
| Participant deferral / active EE | $5,572 | $3,282+69.8% | $4,370+27.5% | $3,740+49.0% |
| Admin fee / account holder | $1,259 | $4,400-71.4% | $5,945-78.8% | $5,306-76.3% |