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 | $101,515 | $83,477+21.6% | $125,175-18.9% | $72,985+39.1% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.4pp | 69.5%-16.2pp |
| Annual return | 24.14% | 25.78%-1.6pp | 43.79%-19.6pp | 81.00%-56.9pp |
| Employer contribution / active EE | $857 | $2,345-63.5% | $3,865-77.8% | $2,440-64.9% |
| Participant deferral / active EE | $2,117 | $3,585-41.0% | $4,937-57.1% | $3,607-41.3% |
| Admin fee / account holder | $834 | $5,517-84.9% | $9,702-91.4% | $5,124-83.7% |