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 | $105,546 | $109,881-3.9% | $150,045-29.7% | $84,808+24.5% |
| Participation rate | 46.9% | 76.1%-29.2pp | 82.3%-35.4pp | 68.3%-21.4pp |
| Annual return | 15.20% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,591 | $3,561-55.3% | $4,693-66.1% | $2,631-39.5% |
| Participant deferral / active EE | $3,269 | $6,636-50.7% | $7,997-59.1% | $4,212-22.4% |
| Admin fee / account holder | $20,516 | $8,568+139.5% | $13,435+52.7% | $7,344+179.4% |