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 | $113,933 | $92,985+22.5% | $153,485-25.8% | $80,856+40.9% |
| Participation rate | 53.3% | 69.0%-15.6pp | 77.1%-23.7pp | 67.6%-14.3pp |
| Annual return | 13.78% | 19.95%-6.2pp | 15.65%-1.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,118 | $3,507-11.1% | $5,039-38.1% | $2,755+13.2% |
| Participant deferral / active EE | $5,093 | $5,178-1.6% | $6,757-24.6% | $4,296+18.6% |
| Admin fee / account holder | $7,961 | $8,880-10.4% | $12,724-37.4% | $6,918+15.1% |