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 | $78,646 | $81,460-3.5% | $103,333-23.9% | $80,856-2.7% |
| Participation rate | 58.3% | 66.8%-8.5pp | 74.5%-16.2pp | 67.6%-9.3pp |
| Annual return | 14.23% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,499 | $3,105+12.7% | $3,868-9.5% | $2,755+27.0% |
| Participant deferral / active EE | $5,544 | $3,869+43.3% | $5,057+9.6% | $4,296+29.1% |
| Admin fee / account holder | $7,516 | $6,566+14.5% | $8,355-10.0% | $6,918+8.6% |