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 | $105,835 | $78,926+34.1% | $136,749-22.6% | $84,808+24.8% |
| Participation rate | 59.4% | 62.2%-2.8pp | 72.1%-12.7pp | 68.3%-8.9pp |
| Annual return | 17.74% | 18.17%-0.4pp | 24.33%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,852 | $2,134-13.2% | $3,400-45.5% | $2,631-29.6% |
| Participant deferral / active EE | $3,484 | $3,168+10.0% | $4,692-25.7% | $4,212-17.3% |
| Admin fee / account holder | $1,177 | $6,369-81.5% | $11,386-89.7% | $7,344-84.0% |