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 | $108,373 | $86,929+24.7% | $102,423+5.8% | $80,856+34.0% |
| Participation rate | 43.3% | 72.4%-29.0pp | 76.5%-33.2pp | 67.6%-24.3pp |
| Annual return | 16.81% | 18.88%-2.1pp | 29.32%-12.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,258 | $2,369-46.9% | $3,023-58.4% | $2,755-54.3% |
| Participant deferral / active EE | $10,180 | $4,118+147.2% | $5,053+101.5% | $4,296+137.0% |
| Admin fee / account holder | $30,795 | $8,049+282.6% | $9,451+225.8% | $6,918+345.1% |