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 | $107,370 | $107,452-0.1% | $91,541+17.3% | $142,382-24.6% |
| Participation rate | 47.8% | 75.1%-27.2pp | 69.8%-21.9pp | 80.1%-32.3pp |
| Annual return | 16.05% | 22.06%-6.0pp | 20.50%-4.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,631 | $2,994-45.5% | $2,505-34.9% | $4,299-62.1% |
| Participant deferral / active EE | $2,928 | $4,754-38.4% | $4,008-27.0% | $6,507-55.0% |
| Admin fee / account holder | $3,975 | $8,834-55.0% | $6,956-42.9% | $12,624-68.5% |