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 | $103,432 | $78,672+31.5% | $109,143-5.2% | $85,850+20.5% |
| Participation rate | 65.0% | 68.3%-3.3pp | 75.9%-10.9pp | 69.3%-4.3pp |
| Annual return | 15.73% | 25.09%-9.4pp | 25.75%-10.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,033 | $2,735-25.7% | $3,722-45.4% | $2,565-20.8% |
| Participant deferral / active EE | $4,248 | $3,467+22.5% | $4,653-8.7% | $3,952+7.5% |
| Admin fee / account holder | $1,480 | $5,469-72.9% | $6,752-78.1% | $6,260-76.4% |