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 | $114,897 | $60,022+91.4% | $88,946+29.2% | $84,808+35.5% |
| Participation rate | 55.9% | 57.8%-2.0pp | 68.8%-13.0pp | 68.3%-12.4pp |
| Annual return | 14.64% | 22.43%-7.8pp | 57.82%-43.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,924 | $1,703+13.0% | $2,555-24.7% | $2,631-26.9% |
| Participant deferral / active EE | $4,079 | $3,114+31.0% | $4,581-11.0% | $4,212-3.2% |
| Admin fee / account holder | $10,587 | $4,811+120.1% | $8,261+28.2% | $7,344+44.2% |