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 | $161,122 | $138,562+16.3% | $246,525-34.6% | $116,875+37.9% |
| Participation rate | 44.4% | 72.8%-28.4pp | 82.0%-37.5pp | 74.5%-30.1pp |
| Annual return | 11.86% | 16.14%-4.3pp | 0.46%+11.4pp | 16.29%-4.4pp |
| Employer contribution / active EE | $1,778 | $4,835-63.2% | $7,467-76.2% | $3,288-45.9% |
| Participant deferral / active EE | $3,706 | $4,207-11.9% | $5,422-31.7% | $3,885-4.6% |
| Admin fee / account holder | $6,842 | $18,110-62.2% | $16,551-58.7% | $12,263-44.2% |