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 | $121,143 | $81,248+49.1% | $155,509-22.1% | $80,856+49.8% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 13.06% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,704 | $3,100+19.5% | $4,672-20.7% | $2,755+34.4% |
| Participant deferral / active EE | $2,703 | $3,452-21.7% | $5,626-52.0% | $4,296-37.1% |
| Admin fee / account holder | $847 | $7,997-89.4% | $15,912-94.7% | $6,918-87.8% |