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 | $94,207 | $60,022+57.0% | $88,946+5.9% | $84,808+11.1% |
| Participation rate | 50.0% | 57.8%-7.8pp | 68.8%-18.8pp | 68.3%-18.3pp |
| Annual return | 14.80% | 22.43%-7.6pp | 57.82%-43.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,425 | $1,703-16.3% | $2,555-44.2% | $2,631-45.9% |
| Participant deferral / active EE | $3,465 | $3,114+11.3% | $4,581-24.4% | $4,212-17.7% |
| Admin fee / account holder | $385 | $4,811-92.0% | $8,261-95.3% | $7,344-94.8% |