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 | $105,838 | $74,927+41.3% | $101,794+4.0% | $84,808+24.8% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.2%-15.6pp | 68.3%-14.7pp |
| Annual return | 21.55% | 18.70%+2.8pp | 30.53%-9.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,350 | $1,522-11.3% | $2,289-41.0% | $2,631-48.7% |
| Participant deferral / active EE | $2,520 | $3,099-18.7% | $4,084-38.3% | $4,212-40.2% |
| Admin fee / account holder | $757 | $6,514-88.4% | $8,777-91.4% | $7,344-89.7% |