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 | $110,892 | $86,929+27.6% | $102,423+8.3% | $80,856+37.1% |
| Participation rate | 38.2% | 72.4%-34.1pp | 76.5%-38.3pp | 67.6%-29.4pp |
| Annual return | 14.95% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $821 | $2,369-65.3% | $3,023-72.8% | $2,755-70.2% |
| Participant deferral / active EE | $4,316 | $4,118+4.8% | $5,053-14.6% | $4,296+0.5% |
| Admin fee / account holder | $10,795 | $8,049+34.1% | $9,451+14.2% | $6,918+56.0% |