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 | $90,522 | $64,480+40.4% | $81,382+11.2% | $80,856+12.0% |
| Participation rate | 26.9% | 63.9%-37.0pp | 69.5%-42.6pp | 67.6%-40.8pp |
| Annual return | 11.05% | 16.34%-5.3pp | 24.73%-13.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $999 | $1,978-49.5% | $2,463-59.4% | $2,755-63.7% |
| Participant deferral / active EE | $2,801 | $3,094-9.5% | $3,883-27.9% | $4,296-34.8% |
| Admin fee / account holder | $6,485 | $5,671+14.3% | $5,768+12.4% | $6,918-6.3% |