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 | $151,651 | $117,983+28.5% | $101,794+49.0% | $142,382+6.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 14.40% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,333 | $2,773-51.9% | $2,289-41.7% | $4,299-69.0% |
| Participant deferral / active EE | $4,498 | $4,714-4.6% | $4,084+10.1% | $6,507-30.9% |
| Admin fee / account holder | $3,422 | $10,433-67.2% | $8,777-61.0% | $12,624-72.9% |