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 | $101,151 | $73,933+36.8% | $96,683+4.6% | $75,163+34.6% |
| Participation rate | 44.7% | 66.4%-21.7pp | 74.3%-29.7pp | 67.2%-22.5pp |
| Annual return | 19.45% | 26.70%-7.3pp | 35.69%-16.2pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,339 | $2,928-54.3% | $3,737-64.2% | $2,670-49.8% |
| Participant deferral / active EE | $2,054 | $3,659-43.9% | $4,878-57.9% | $4,125-50.2% |
| Admin fee / account holder | $5,200 | $5,216-0.3% | $6,730-22.7% | $5,651-8.0% |