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 | $146,456 | $78,926+85.6% | $136,749+7.1% | $84,808+72.7% |
| Participation rate | 61.0% | 62.2%-1.2pp | 72.1%-11.2pp | 68.3%-7.3pp |
| Annual return | 17.80% | 18.17%-0.4pp | 24.33%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,235 | $2,134-42.1% | $3,400-63.7% | $2,631-53.1% |
| Participant deferral / active EE | $4,268 | $3,168+34.7% | $4,692-9.0% | $4,212+1.3% |
| Admin fee / account holder | $3,274 | $6,369-48.6% | $11,386-71.2% | $7,344-55.4% |