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 | $115,898 | $81,248+42.6% | $155,509-25.5% | $80,856+43.3% |
| Participation rate | 52.8% | 66.2%-13.5pp | 78.2%-25.4pp | 67.6%-14.9pp |
| Annual return | 13.36% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,785 | $3,100-10.2% | $4,672-40.4% | $2,755+1.1% |
| Participant deferral / active EE | $3,810 | $3,452+10.4% | $5,626-32.3% | $4,296-11.3% |
| Admin fee / account holder | $2,594 | $7,997-67.6% | $15,912-83.7% | $6,918-62.5% |