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 | $102,845 | $105,856-2.8% | $285,549-64.0% | $116,875-12.0% |
| Participation rate | 50.0% | 68.4%-18.4pp | 83.2%-33.2pp | 74.5%-24.5pp |
| Annual return | 13.89% | 16.47%-2.6pp | 7.15%+6.7pp | 16.29%-2.4pp |
| Employer contribution / active EE | $1,311 | $2,968-55.8% | $5,022-73.9% | $3,288-60.1% |
| Participant deferral / active EE | $1,706 | $2,757-38.1% | $4,549-62.5% | $3,885-56.1% |
| Admin fee / account holder | $572 | $7,416-92.3% | $13,934-95.9% | $12,263-95.3% |