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 | $130,730 | $65,365+100.0% | $92,893+40.7% | $72,985+79.1% |
| Participation rate | 39.4% | 68.3%-28.9pp | 76.0%-36.6pp | 69.5%-30.1pp |
| Annual return | 21.58% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,001 | $2,594-61.4% | $3,653-72.6% | $2,440-59.0% |
| Participant deferral / active EE | $2,719 | $3,128-13.1% | $4,236-35.8% | $3,607-24.6% |
| Admin fee / account holder | $2,215 | $4,251-47.9% | $5,794-61.8% | $5,124-56.8% |