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 | $106,619 | $78,672+35.5% | $109,143-2.3% | $85,850+24.2% |
| Participation rate | 54.8% | 68.3%-13.4pp | 75.9%-21.0pp | 69.3%-14.5pp |
| Annual return | 11.39% | 25.09%-13.7pp | 25.75%-14.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,453 | $2,735-46.9% | $3,722-61.0% | $2,565-43.3% |
| Participant deferral / active EE | $4,427 | $3,467+27.7% | $4,653-4.9% | $3,952+12.0% |
| Admin fee / account holder | $864 | $5,469-84.2% | $6,752-87.2% | $6,260-86.2% |