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 | $164,961 | $87,013+89.6% | $106,213+55.3% | $80,856+104.0% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.6%-34.3pp |
| Annual return | 12.21% | 17.05%-4.8pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,163 | $2,395-51.4% | $3,171-63.3% | $2,755-57.8% |
| Participant deferral / active EE | $2,456 | $3,986-38.4% | $5,016-51.0% | $4,296-42.8% |
| Admin fee / account holder | $2,516 | $8,431-70.2% | $11,033-77.2% | $6,918-63.6% |