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 | $134,626 | $58,523+130.0% | $99,443+35.4% | $72,985+84.5% |
| Participation rate | 60.0% | 64.6%-4.6pp | 73.8%-13.8pp | 69.5%-9.5pp |
| Annual return | 16.37% | 28.51%-12.1pp | 30.72%-14.3pp | 81.00%-64.6pp |
| Employer contribution / active EE | $3,124 | $1,512+106.6% | $2,540+23.0% | $2,440+28.0% |
| Participant deferral / active EE | $5,226 | $2,606+100.5% | $3,619+44.4% | $3,607+44.9% |
| Admin fee / account holder | $755 | $4,102-81.6% | $6,250-87.9% | $5,124-85.3% |