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 | $85,718 | $77,503+10.6% | $100,391-14.6% | $80,856+6.0% |
| Participation rate | 56.4% | 76.9%-20.5pp | 81.5%-25.1pp | 67.6%-11.2pp |
| Annual return | 16.36% | 37.20%-20.8pp | 49.20%-32.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,755 | $2,801-37.4% | $3,942-55.5% | $2,755-36.3% |
| Participant deferral / active EE | $3,861 | $6,820-43.4% | $8,082-52.2% | $4,296-10.1% |
| Admin fee / account holder | $1,823 | $5,897-69.1% | $7,899-76.9% | $6,918-73.6% |