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 | $137,275 | $73,933+85.7% | $96,683+42.0% | $75,163+82.6% |
| Participation rate | 30.8% | 66.4%-35.7pp | 74.3%-43.6pp | 67.2%-36.4pp |
| Annual return | 13.49% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,056 | $2,928-63.9% | $3,737-71.7% | $2,670-60.4% |
| Participant deferral / active EE | $3,881 | $3,659+6.1% | $4,878-20.5% | $4,125-5.9% |
| Admin fee / account holder | $13,847 | $5,216+165.5% | $6,730+105.8% | $5,651+145.0% |