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 | $113,135 | $109,413+3.4% | $156,263-27.6% | $84,808+33.4% |
| Participation rate | 67.7% | 72.7%-4.9pp | 78.9%-11.2pp | 68.3%-0.6pp |
| Annual return | 13.04% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,053 | $2,907-63.8% | $4,333-75.7% | $2,631-60.0% |
| Participant deferral / active EE | $3,103 | $4,590-32.4% | $6,158-49.6% | $4,212-26.3% |
| Admin fee / account holder | $3,151 | $9,357-66.3% | $14,255-77.9% | $7,344-57.1% |