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 | $84,336 | $57,651+46.3% | $112,229-24.9% | $71,457+18.0% |
| Participation rate | 36.4% | 58.9%-22.6pp | 72.4%-36.1pp | 67.9%-31.6pp |
| Annual return | 20.40% | 18.32%+2.1pp | 30.20%-9.8pp | 28.85%-8.5pp |
| Employer contribution / active EE | $984 | $1,913-48.6% | $3,430-71.3% | $2,588-62.0% |
| Participant deferral / active EE | $2,325 | $2,863-18.8% | $4,798-51.5% | $4,289-45.8% |
| Admin fee / account holder | $2,095 | $1,581+32.5% | $7,748-73.0% | $1,587+32.0% |