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 | $82,336 | $47,848+72.1% | $81,478+1.1% | $70,131+17.4% |
| Participation rate | 31.4% | 58.3%-26.8pp | 68.0%-36.5pp | 69.5%-38.1pp |
| Annual return | 17.45% | 27.25%-9.8pp | 38.78%-21.3pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,518 | $1,527-0.6% | $2,568-40.9% | $2,342-35.2% |
| Participant deferral / active EE | $3,531 | $2,453+43.9% | $3,537-0.2% | $3,332+6.0% |
| Admin fee / account holder | $15,609 | $3,145+396.3% | $4,561+242.2% | $4,645+236.0% |