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 | $105,949 | $90,503+17.1% | $78,689+34.6% | $273,961-61.3% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 8.49% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,483 | $3,176-21.8% | $2,851-12.9% | $4,869-49.0% |
| Participant deferral / active EE | $5,146 | $3,901+31.9% | $3,517+46.3% | $5,287-2.7% |
| Admin fee / account holder | $2,990 | $5,263-43.2% | $4,510-33.7% | $10,132-70.5% |