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 | $150,277 | $109,413+37.3% | $156,263-3.8% | $84,808+77.2% |
| Participation rate | 64.5% | 72.7%-8.2pp | 78.9%-14.4pp | 68.3%-3.8pp |
| Annual return | 14.12% | 20.18%-6.1pp | 59.47%-45.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,440 | $2,907-16.1% | $4,333-43.7% | $2,631-7.3% |
| Participant deferral / active EE | $4,226 | $4,590-7.9% | $6,158-31.4% | $4,212+0.3% |
| Admin fee / account holder | $5,657 | $9,357-39.5% | $14,255-60.3% | $7,344-23.0% |