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 | $104,680 | $68,719+52.3% | $91,541+14.4% | $84,808+23.4% |
| Participation rate | 46.3% | 64.5%-18.2pp | 69.8%-23.4pp | 68.3%-22.0pp |
| Annual return | 14.80% | 19.12%-4.3pp | 20.50%-5.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,435 | $1,920-25.2% | $2,505-42.7% | $2,631-45.5% |
| Participant deferral / active EE | $3,178 | $3,136+1.4% | $4,008-20.7% | $4,212-24.5% |
| Admin fee / account holder | $4,695 | $5,786-18.9% | $6,956-32.5% | $7,344-36.1% |