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 | $126,229 | $85,022+48.5% | $70,515+79.0% | $139,434-9.5% |
| Participation rate | 25.0% | 73.9%-48.9pp | 68.3%-43.3pp | 80.3%-55.3pp |
| Annual return | 15.30% | 30.38%-15.1pp | 32.77%-17.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,668 | $3,909-57.3% | $2,973-43.9% | $4,751-64.9% |
| Participant deferral / active EE | $5,965 | $5,890+1.3% | $4,567+30.6% | $6,710-11.1% |
| Admin fee / account holder | $12,450 | $8,906+39.8% | $6,412+94.2% | $11,403+9.2% |