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 | $110,729 | $85,022+30.2% | $70,515+57.0% | $139,434-20.6% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.3%-22.9pp | 80.3%-34.9pp |
| Annual return | 12.07% | 30.38%-18.3pp | 32.77%-20.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,528 | $3,909-60.9% | $2,973-48.6% | $4,751-67.8% |
| Participant deferral / active EE | $4,689 | $5,890-20.4% | $4,567+2.7% | $6,710-30.1% |
| Admin fee / account holder | $8,558 | $8,906-3.9% | $6,412+33.5% | $11,403-24.9% |