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 | $105,626 | $60,892+73.5% | $82,389+28.2% | $84,808+24.5% |
| Participation rate | 61.5% | 63.3%-1.7pp | 69.5%-8.0pp | 68.3%-6.8pp |
| Annual return | 14.92% | 37.29%-22.4pp | 28.67%-13.8pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,438 | $1,779-19.2% | $2,517-42.9% | $2,631-45.3% |
| Participant deferral / active EE | $3,161 | $3,179-0.5% | $4,155-23.9% | $4,212-24.9% |
| Admin fee / account holder | $4,158 | $5,467-24.0% | $7,231-42.5% | $7,344-43.4% |