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 | $110,534 | $81,248+36.0% | $155,509-28.9% | $80,856+36.7% |
| Participation rate | 47.4% | 66.2%-18.9pp | 78.2%-30.8pp | 67.6%-20.3pp |
| Annual return | 14.88% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,614 | $3,100-15.7% | $4,672-44.1% | $2,755-5.1% |
| Participant deferral / active EE | $4,188 | $3,452+21.4% | $5,626-25.6% | $4,296-2.5% |
| Admin fee / account holder | $4,193 | $7,997-47.6% | $15,912-73.7% | $6,918-39.4% |