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 8-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 | $125,957 | $95,803+31.5% | $113,168+11.3% | $84,808+48.5% |
| Participation rate | 58.5% | 72.9%-14.3pp | 76.6%-18.0pp | 68.3%-9.8pp |
| Annual return | 15.01% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,332 | $2,360+41.2% | $2,975+12.0% | $2,631+26.6% |
| Participant deferral / active EE | $5,862 | $4,242+38.2% | $5,107+14.8% | $4,212+39.2% |
| Admin fee / account holder | $1,683 | $8,989-81.3% | $12,068-86.1% | $7,344-77.1% |