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 | $122,054 | $110,257+10.7% | $96,544+26.4% | $139,434-12.5% |
| Participation rate | 68.2% | 78.1%-9.9pp | 76.0%-7.8pp | 80.3%-12.1pp |
| Annual return | 19.87% | 26.32%-6.4pp | 25.84%-6.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,791 | $3,620-50.5% | $2,965-39.6% | $4,751-62.3% |
| Participant deferral / active EE | $3,260 | $5,548-41.2% | $4,851-32.8% | $6,710-51.4% |
| Admin fee / account holder | $7,161 | $11,591-38.2% | $8,252-13.2% | $11,403-37.2% |