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 7-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 | $104,432 | $60,892+71.5% | $82,389+26.8% | $84,808+23.1% |
| Participation rate | 51.2% | 63.3%-12.0pp | 69.5%-18.3pp | 68.3%-17.1pp |
| Annual return | 22.61% | 37.29%-14.7pp | 28.67%-6.1pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,210 | $1,779+24.2% | $2,517-12.2% | $2,631-16.0% |
| Participant deferral / active EE | $5,005 | $3,179+57.4% | $4,155+20.5% | $4,212+18.8% |
| Admin fee / account holder | $1,353 | $5,467-75.3% | $7,231-81.3% | $7,344-81.6% |