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 | $119,331 | $80,717+47.8% | $154,803-22.9% | $84,808+40.7% |
| Participation rate | 56.5% | 66.8%-10.3pp | 78.1%-21.5pp | 68.3%-11.8pp |
| Annual return | 14.58% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,063 | $2,761-61.5% | $4,305-75.3% | $2,631-59.6% |
| Participant deferral / active EE | $2,348 | $3,303-28.9% | $5,540-57.6% | $4,212-44.3% |
| Admin fee / account holder | $4,871 | $6,746-27.8% | $14,329-66.0% | $7,344-33.7% |